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“Your wealth resides on the heights of your joy”

(Eduardo Montano)

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Why I Started Coaching

Typical financial planning focuses on goals, assets, and a retirement date as if life happened  perfectly. For the most part, it does not consider the most personal aspects and wellbeing of the investor so when things go not as planned, it lacks flexibility and a great deal of certainty. Furthermore, it heavily relies on a third party performance, therefore the need of a personalized comprehensive approach with the proper characteristics to achieve personal wealth success.

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My Story

After migrating to the United States from Mexico having only a Bachelor in Business Administration, my professional activities were focused on the retail industry where I acquire my ability to successfully interact with different personalities, backgrounds, and types of businesses. 


Despite of my everyday exposure to business, I really did not understand how the USA financial market worked, which intrigued me, and decided not only to understand it but to get licensed to properly assist my clients.


As I better understood the financial industry and my client base, I wanted to offer a comprehensive portfolio of services including wellbeing wealth, financial wealth and real estate wealth. 


It is precisely this vision of mind, soul, body and assets that allow me to approach a family, individual or small business with a comprehensive view of their needs with a non-traditional comprehensive program.


After all our wealth includes not only our possessions, but also our ability to enjoy them. It is a single person, a family, or a group of people who bring happiness and wealth, not the other way around.

Wealth Wellness

Your wealth starts within you, and it only can be fully developed and enjoyed when considered as a whole, not as a separate asset or object pursued without your personal interests and passion in life. The more you can enjoy and control it now, the more independence and satisfaction you and your loved ones will get. Live it to the fullest of your ability, start now, pursue your personal dream with more certainty in mind.

Wealth Being

Young Joggers

Better Circulation. Better Health. Better Life


BEMER is changing the way we think about our health, challenging our understanding of the human body, and empowering us to reach optimal physical condition in a non-invasive way.


Blood flow plays a critical role in our general health. BEMER can stimulate healthy muscles in order to improve and facilitate muscle performance and temporarily improve local circulation in healthy muscles — in just 8 minutes twice a day. For more than 20 years, the benefits of BEMER have impacted millions of people around the world. BEMER is an FDA Class II cleared consumer medical device that is non-invasive and easy to use.

Eduardo Montano is an Independent BEMER Distributor.


Financial Programs

Financial Report

Properly conceptualized and customized financial programs including disability and life insurance, annuities, and small business retirement plans.


Customized financial solutions to reduce risk, increase growth, and minimize taxes. A better financial system is the one that makes life more predictable. Your financial goals are my goals, and I will be by your side every step of the way.

Eduardo Montano is a Life Insurance Agent affiliated with ParadigmLife.

CA License# 0I84298


Real Estate Programs

Beach House

Professional customized real estate plans for leasing, buying, or selling a residence, investment property or land using the most innovative tools available today in the real estate industry.


As a Realtor, I pursue Real Estate results above my client's expectations whether they are buying a home, an income property, or land.


My sales and marketing experience added to my financial credentials as an insurance and investments agent, allow me to provide a well-rounded and comprehensive negotiating strategy for my clients.


My passion lies in the satisfaction and lifelong relationship with my clients.

Eduardo Montano is a Real Estate Salesperson with Professional Land Corporation.

CA License# 02085519

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Success Stories

I am very grateful that I had the chance to get to know Eduardo. He is an amazing person, who I can rely on, both personally and professionally. His goals are clearly and maximally driven by the well-being of his clients,

not personal profit. In these few sentences, I cannot express how thankful I am that I found not only a professional coach, but a friend too.


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Contact me to find

your way to Wealth Wellness

+1 (714) 642-1028

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