Monterey Financial Planning, LLC is an independent, fee-only registered investment advisory firm based in Monterey, California. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They offer a holistic approach to financial well-being, providing services that include personalized financial planning, investment management, retirement planning, and estate planning for individuals and families. Their mission is to build long-term client relationships based on trust and to provide objective, tailored advice to help clients achieve their financial goals.

Founded in

United States