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Torrey Pines Financial
Torrey Pines Financial is a wealth management and boutique advisory firm focused on helping clients retire confidently without running out of money.
Torrey Pines Financial
Torrey Pines Financial is a wealth management and boutique advisory firm focused on helping clients retire confidently without running out of money. It specializes in retirement distribution, making wealth last, minimizing taxes, and creating income clients will not outlive. The firm uses a Time Segmented approach and coordinates investments, tax strategy, income planning, and healthcare decisions. Education, transparency, and a team-based partnership model are central to its service.
General information
Firm type
RIA
Principals
Frank Montes
Founder, Lead Advisor, CRPC™
Michael Rosendahl
Partner, Lead Advisor, CRPC™
Frequently asked questions
What is Torrey Pines Financial?
Torrey Pines Financial is a ria tracked on Altss.
What does Altss track for Torrey Pines Financial?
Altss maintains an OSINT-verified profile of Torrey Pines Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Torrey Pines Financial's website?
Torrey Pines Financial's public website is torreypinesfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Torrey Pines Financial?
Torrey Pines Financial is classified by Altss as a RIA.
How does Altss source intelligence on Torrey Pines Financial?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Torrey Pines Financial's Altss profile last updated?
Torrey Pines Financial's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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