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Amy Montano - Email & Phone Number

Office Manager/Sr Administrative Assistant at Capital Advantage, Inc.

Amy Montano is based out of Lafayette, California, United States and works at Capital Advantage, Inc. as Office Manager/Sr Administrative Assistant.

Amy Montano's Contact Information

Amy Montano's Work email
a*****@capita***.com
Valid
Latest update
October 25, 2025
Location
Lafayette, California, United States

Amy's current employer

Capital Advantage, Inc. logo

Capital Advantage, Inc.

Description
Largest wealth management firm in Lamorinda (Lafayette, Moraga and Orinda, CA). We are a 100% fee-only fiduciary. Retirement planning, fi...
Website
capitaladvantage.com
HQ Location
Lafayette, California, United States
Number of employees
11-50
Industry
Investment Management
Latest update
May 1, 2024
Read about Capital Advantage, Inc.

Frequent questions about Amy Montano

What company is Amy Montano working for?
Amy Montano works for Capital Advantage, Inc..
What is Amy Montano's function at Capital Advantage, Inc.?
Amy Montano is Office Manager/Sr Administrative Assistant at Capital Advantage, Inc..
Where is Amy Montano based?
Amy Montano is based out of Lafayette, California, United States.
What is Amy Montano's work email address?
Amy Montano's professional email address is a*****@capita***.com
Who are Amy Montano's co-workers?
Amy Montano's colleagues are John Hayman, Brian Wang, Dawnalizabeth Henke, Ian Burkhard, Jason Terhune, Ian Castille.
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Amy's co-workers

John Hayman avatar
John Hayman
President and Founder
Brian Wang avatar
Brian Wang
Portfolio Manager
Dawnalizabeth Henke avatar
Dawnalizabeth Henke
Principal, Chief Operating Officer
Ian Burkhard avatar
Ian Burkhard
Financial Advisor
Jason Terhune avatar
Jason Terhune
Senior Financial Advisor
Ian Castille avatar
Ian Castille
Senior Financial Advisor
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