John Montoya

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® Professional. John is licensed in over 45 states and is dedicated to teaching Infinite Banking to clients across the United States via the internet and in person for those local to the San Francisco Bay Area.

John holds a B.A. from the University of San Diego and co-hosts of the Infinite Banking podcast The Fifth Edition which covers all topics relating to IBC®. John has also co-authored “The Secret to Lifetime Financial Security” along with other leading financial advisors. In his free time John is a youth soccer coach for Mustang Soccer with two state cup championships to his coaching resume and was awarded as Mustang’s Coach of the Year in 2022.

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