Monty Morton

Monty Morton

Monty Morton, upon receiving his degree from UCLA, began a 45 year career in the Financial Services Industry. In 1989, he Co-Founded a full service Pension Consulting Firm. As President of the company, Monty worked with other professionals, helping businesses establish their Qualified Retirement Plans. During his career, he has been a keynote speaker at industry events, lectured, and taught Personal Finance at a local college. Ever the entrepreneur, and with a keen interest in Real Estate, Monty has co-developed, managed, and owned residential, industrial, commercial, and retail properties. Monty, is now retired, lives with his wife of over 50 years in Agoura Hills, California, and has twelve grandchildren.
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