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Vice President, Wealth Advisor

Greg Montejo, RICP®

About Greg

Greg Montejo is a financial advisor with more than 10 years of experience and founder of Proverbs Wealth. His philosophy is simple: wealth is meant to be used. Whether that means retiring confidently, buying a home, creating experiences, or leaving a legacy, money should help create the outcomes that matter most. Greg's approach starts by helping clients clearly define what they want their money to accomplish. From there, he and his team analyze where you are today, build a strategy around those outcomes, and help implement the plan. The goal isn't to start with a strategy. It's to start with what you want your money to do. Greg earned his degree in Business Economics from California State University, Long Beach and holds the Retirement Income Certified Professional® (RICP®) designation. He specializes in retirement income, investment management, and tax-aware financial planning, helping clients turn the wealth they've built into a resource they can confidently use today and leave for future generations. Greg lives in Bakersfield, California, with his wife, Ellie. Outside of work, he enjoys working out, spending time with family and friends, being involved in his local church, and hanging out with his dog. For Greg, true wealth is having the freedom to use your money and time for what matters most.

FAQs

  • What’s the first step to getting started, and what should I expect during our first conversation?+
    Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Connect with Greg Montejo, RICP®