Candi Montesa

Partner | Client Relationship Manager

candi@montesawealth.com

Contact

Office: 743-235-6640

1102 N Main St.

Suite 101

High Point, NC 27262

team@montesawealth.com

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Montesa Wealth Management provides all investment advisory services through Concurrent Investment Advisors, LLC , an SEC Registered Investment Advisor. Brokerage Services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors d/b/a Montesa Wealth Management are not affiliated companies.

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Candi Montesa

Partner | Client Relationship Manager

(743) 235-6688

candi@montesawealth.com

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