Martin Montana, CRPC



After earning his Bachelor of Science degree in Business from the University of Virginia, Martin embarked on a dynamic career journey as a Financial Advisor with Ameriprise in Boston. With swift advancement, he assumed leadership roles, culminating in managing the San Diego office at just 25. Martin, a Chartered Retirement Planning Counselor (CRPC®), possesses a fervent dedication to guiding individuals through the complexities of retirement planning.

Now serving as the Executive Vice President of Business Development for Coastal Wealth, Martin is equipped with Series 7, 66, and 24 registrations with FINRA, along with a registered principal status with MML Investors Services, LLC. His approach to financial planning is grounded in a profound understanding of each client’s aspirations, crafting tailored strategies to foster wealth accumulation and preservation.

Recognized for his entrepreneurial spirit, Martin’s philosophy revolves around providing creative solutions tailored to clients’ needs. With an unwavering commitment to transparency, service excellence, and fostering genuine relationships, he ensures that clients receive personalized attention and comprehensive financial guidance.

Beyond his achievements in finance, Martin has enjoyed a successful entertainment career, hosting celebrity athlete shows in Las Vegas and featuring in a Super Bowl commercial. Currently residing