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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.
Overview
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™
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