President and CEO of The Monteverde Group
 | About James MonteverdeThe past president of the Pennsylvania and Pittsburgh chapters of
the National Association of Insurance and Financial Advisors, James
Monteverde is an innovative leader in the financial services industry.
Mr. Monteverde founded The Monteverde Group, and he oversees the
operations of the company’s three offices in West Virginia,
Pennsylvania, and Florida. Organizers of financial planning conferences
recognize James Monteverde’s expertise and frequently invite him to
speak. He has authored the books Wealth Enhancement and Preservation,
second edition (Esperti Peterson Institute, 1996) and 21st Century
Wealth (Esperti Peterson Institute, 2000).
James Monteverde studied finance at the University of Dayton and received advanced degrees in estate tax planning and financial counseling from The American University. He holds certifications as a Chartered Financial Consultant, Chartered Life Underwriter, Registered Financial Consultant, and as an Accredited Estate Planner. Through his personal successes, Mr. Monteverde earned membership to the Million Dollar Round Table and the Golden Key International Honour Society. Along with firm partners Craig Shensa and Daniel Martin, James Monteverde provides specialized financial services for individuals, families, businesses, and professional athletes. The Monteverde Group’s services include wealth management, financial planning, investment counseling, and insurance, as well as advisement on strategies for transferring wealth and creating corporate benefit programs. Recognized by both his industry and his community, James Monteverde received the Edward F. Haldeman, CLU Memorial Award from the National Association of Insurance and Financial Advisors. He has served as Chair of the Eden Christian Academy and currently serves as an Advisory Board Member for the United Mitochondrial Disease Foundation. Additionally, Mr. Monteverde provides financial advice to World Vision, Inc. A resident of Sewickley Heights, Pennsylvania, James Monteverde is married with five children. |
Links
- James Monteverde - CVshare
- James Monteverde's Twitter
- All About James Monteverde
- James Monteverde on follr.me
401 Liberty Ave 3 Gateway Center, Suite 2300, Pittsburgh, PA | 412.391.0419 |
