Edgar Montenegro
Financial Advisor & Financial Planner
Disciplined planning, delivered with clarity.
Edgar Montenegro is a seasoned financial professional with over 15 years of experience in the financial services industry. He brings a thoughtful, analytical, and highly structured approach to financial planning, focused on helping families and businesses navigate their financial lives with confidence.
Education and credentials.
Edgar is a graduate of Fordham University, where he earned a degree in Finance, and he holds an MBA. His commitment to lifelong learning informs a comprehensive, forward-thinking approach to financial strategy.
A holistic, family-oriented approach.
Family-oriented at heart, Edgar is deeply passionate about helping families and businesses navigate their financial lives with confidence. He takes a holistic approach to financial planning, focusing on integrating investments, tax strategies, risk management, and long-term planning to help clients work toward their goals. The Solera team believes that thoughtful planning, personalized guidance, and education are the cornerstones of lasting financial success.
How Edgar works with clients.
Edgar works closely with clients to create strategies that bring organization, intention, and long-range focus to their financial decisions. He emphasizes disciplined planning, risk awareness, and consistency, and is valued for his ability to explain complex financial concepts in a clear, approachable way. His collaborative mindset frequently involves coordination with tax and legal professionals to support well-aligned, comprehensive outcomes for the people he serves.
Background & Verification
- Industry Experience
- 15+ years in financial services
- Title
- Financial Advisor & Financial Planner
- Education
- Fordham University, B.S. Finance · MBA
- Affiliated Broker-Dealer
- LPL Enterprise FINRA SIPC
- Investment Adviser
- LPL Enterprise
- Licensed In
- NY, NJ, FL, CA, CT, NC, PA
- FINRA CRD Number
- 4768006
- CA Insurance License
- #OI42127
What Edgar focuses on
15+ years experience Tax strategy Investment planning Business owners Risk awarenessDecades of combined experience.
James Montijo and Edgar Montenegro founded Solera Advisory Group to pair the depth of a seasoned advisory practice with the attentiveness of a dedicated partner, bringing decades of combined industry experience to clients with complex financial lives.
Their work is built on a shared standard: a disciplined process, clear communication, and strategies tailored to each client's goals and reviewed as life, business, and markets evolve. Clients work with a team that combines genuine experience with lasting continuity, so guidance stays steady through every decision.