Mark Monteiro, CFP
Mark Monteiro is a Wealth Advisor at ProEast with an extensive background in the financial services industry. His career has taken him from corporate establishments to smaller, client-focused companies, like ProEast, but one thing has stayed constant: Mark’s passion to create lifelong stability through holistic planning for his clients. Inspired by his parents, immigrants from Portugal, Mark wants to work with clients to reach their version of The American Dream through proper education and advisory.
Mark has a work hard and enjoy life mentality. He enjoys traveling to new places, playing golf and basketball, snowboarding, and spending time with his friends and family. In addition, he is an avid sports fan and a large supporter of the Phoenix Suns and the New York Jets. Mark resides in Stratford, CT with his fiancé Isabelle, and their two cavapoochon puppies- Booker & Whaler.
Mark obtained his Certified Financial Planner™ designation in August of 2022. He also carries his securities licenses (Series 7 & 66) through LPL Financial, as well as, his Life and Health Insurance license and has a vast knowledge for building investment portfolios as well as financial plans for clients.