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(954) 755-7302

Lisa J. Montano CPA, PA

Certified Public Accountant

Financial Advisory Services

You are not too small for me to work with you. My average client has accumulated a nest egg of approximately $500k - $1m of investable assets. But, I am also interested and willing to help young nest egg starters, and mid-life folks who are starting over. I would be happy to discuss and/or explain any of these services.

  • Financial Planning and Investment Advisory Consulting offered through Latitude Advisors, LLC.
  • Retirement, Education, and Business Succession Planning