About Me
Kevin Montes | Finance Coach
I am a mission-driven entrepreneur, financial professional, and business leader based out of Dallas, Texas. Born and raised in Anaheim, California, I have since moved from city to city expanding my business.
Growing up in a broken home and having lived through homelessness at a young age, I was forced to experience the damage that a lack of financial education and discipline could do to a family.
I learned early-on that although money doesn’t buy happiness, it does provide choices. Learning this, financial literacy soon became an integral part of my life.
At age 23, I was introduced to one of the largest financial distribution platforms, otherwise known as World Financial Group. Within months, I was able to acquire my California license and take a position within the firm.
In this role, I have been able to mentor, coach, and teach various future leaders how to build their own successful business in the financial services industry while following my talent and passion for public speaking- a role I find highly rewarding.
I currently oversee a team of licensed financial professionals all throughout the US. Our mission- No Family Left Behind- focuses on uplifting families with education and guidance for a prosperous future.
In my spare time, I really enjoy traveling, working out, volunteering for church and community events, and spending time with my family.