Isaac Montano
Isaac’s passion for helping others succeed is what drew him to Renaissance Financial and the culture of teamwork and support. It is his belief that enabling others to achieve financial independence is best done through hard work, respect and collaboration. His favorite quote is, “The harder I work, the luckier I get.” Whether he is working with pre-retirees, married couples, entrepreneurs, or individuals going through divorce, Isaac cultivates relationships by listening carefully to the priorities of his clients. Being bilingual, Isaac enjoys being able to financially assist people who speak both English and Spanish.
A graduate of the University of Arizona, Isaac holds an Economics Bachelor, as well as his Life, Accident, and Health Insurance Agent license and FINRA Series 7 and 66 registrations. Isaac worked previously as district manager of College Works Painting where he was responsible for production, marketing and sales, and hiring and managing employees.
A native of Phoenix, Isaac is involved with the St. Jude’s Children’s Hospital Organization. He enjoys skiing, shooting, golfing and running with his dog, Harley.
Securian Financial Services, Inc. and Renaissance Financial conducts business in English. All materials that describe the products and services offered through Securian Financial Services are in English.
Isaac Montano is a Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Renaissance Financial is independently owned and operated. 2730 E Camelback Rd., Suite 250, Phoenix, AZ 85016
4956021 DOFU 02/2023
________________________________________________________________________________________________________________
La pasión de Isaac por ayudar a otros a tener éxito es lo que lo atrajo a Renaissance Financial y a la cultura de apoyo y trabajo en equipo. Cree que la mejor manera de que los demás alcancen la independencia financiera es a través del trabajo arduo, el respeto y la colaboración. Su frase preferida es: “Mientras más arduamente trabajo, más suerte tengo”. Ya sea que trabaje con personas a punto de jubilarse, parejas casadas, empresarios o particulares que están pasando por un divorcio, Isaac cultiva las relaciones escuchando con atención las prioridades de sus clientes. Al ser bilingüe, Isaac disfruta de su capacidad de ayudar en cuestiones de finanzas a personas de habla inglesa e hispana.
Graduado en University of Arizona, Isaac tiene una licenciatura en Economía, una licencia de agente de seguros de vida, accidente y salud, y los registros requeridos mediante los exámenes de las Series 7 y 66 de FINRA. Anteriormente, trabajó como gerente de distrito de College Works Painting, donde tenía a su cargo la producción, el marketing y las ventas, así como la contratación y gestión del personal.
Isaac es originario de Phoenix y colabora con la organización St. Jude’s Children’s Hospital. Le gusta esquiar, practicar tiro, jugar al golf y correr con su perra, Harley.
Securian Financial Services, Inc y Renaissance Financial operan en inglés. Todos los materiales que describen los productos y servicios que se ofrecen a través de Securian Financial Services están en inglés.
Isaac Montano es representante registrado y representante asesor de inversiones en Securian Financial Services, Inc. Presta servicios de asesoría sobre títulos valores e inversiones que se ofrecen a través de Securian Financial Services, Inc. Es miembro de FINRA/SIPC. Renaissance Financial es una compañía de propiedad y operación independientes. 2730 E Camelback Rd., Suite 250, Phoenix, AZ 85016
Securian Financial Services, Inc. and Renaissance Financial conducts business in English. All materials that describe the products and services offered through Securian Financial Services are in English.
Isaac Montano is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. Securities and Investment Advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Renaissance Financial is independently owned and operated. 2730 E Camelback Rd., Suite 250, Phoenix, AZ 85016. 4956021 DOFU 02/2023
