John Montoya

An Authorized Infinite Banking Practitioner in Dublin, california

JLM Wealth Strategies
11960 Silvergate Drive, Suite 102
Dublin, california 94568
Phone: (925) 386-6639

John Montoya, founder of JLM Wealth Strategies, began his career in financial services in 1998 and is one of only 200 financial advisors in the country who, in addition to being an Authorized IBC© Practitioner, has successfully completed the training program required to become a Bank On Yourself© Authorized Advisor. John is licensed in over 45 states and is dedicated to teaching the IBC/Bank On Yourself strategy to clients across the United States via the internet and in person for those local to the San Francisco Bay Area. John conducts nearly 90% of his business online through virtual appointments for added client convenience.

John holds a B.A. from the University of San Diego and is currently a CFP© candidate with the American College. In 2013 John co-authored “The Secret to Lifetime Financial Security” with Best-Selling author Pamela Yellen along with other leading financial advisors and was added to the National Academy of Best-Selling Authors website. In his free time John is a youth soccer coach and also volunteers as chapter president in the San Francisco Bay Area for the Society for Financial Awareness (SOFA) to help increase financial literacy at companies, churches, and organizations.

To learn more about Infinite Banking including how to get started, please visit his online calendar at to request an introductory telephone appointment.

Contact John Montoya

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