About JLM

John Montoya


(925) 386-6639

John Montoya is the founder of JLM Wealth Strategies. He began his career in financial services in 1998 and is one of only 200 financial advisors in the country who have successfully completed the training program required to become a Bank On Yourself© Authorized Advisor. John is also Authorized IBC Practitioner with Nelson Nash Institute.

John is licensed in 40 states and his company, JLM Wealth Strategies, is solely dedicated to teaching the IBC/Bank On Yourself strategy to people across the United States via the internet. For those local to the San Francisco Bay Area, John will also meet clients at his local office in Dublin. John conducts nearly 90% of his business online through virtual appointments for added client convenience.

John holds a B.A. from the University of San Diego. In 2013 John co-authored “The Secret to Lifetime Financial Security” with Best-Selling author Pamela Yellen along with other leading financial advisors and was added to the National Academy of Best-Selling Authors website.

In his free time John is a youth soccer coach for the Mustang Aztecs (2015 and 2016 NorCal State Cup champions) and also volunteers as chapter president in the San Francisco Bay Area for the Society for Financial Awareness (SOFA) to help increase financial literacy at companies, churches, and organizations.

To learn more about Infinite Banking including how to get started, please visit his online calendar at www.vcita.com/v/john.montoya to request an Introductory Telephone Appointment.
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Go to the Contact Us page to schedule a telephone, online, or in-person appointment. Be prepared with as many questions as possible when we speak.

Best of luck in all your financial endeavors.

What People Are Saying About JLM Wealth Strategies:

"I do find it very intriguing your approach to improving others' lives with financial education and options for relief. We are so ingrained with the current financial system to follow along, not think for yourself or not break from the mold – not to mention the large gap in the education system that does not include financial or health education. It is easier to be a lemming, just not necessarily the best bet. Its refreshing to find someone talking about alternatives over doom and gloom – and the media hype which can be an exhausting roller coaster ride."

– Kelly V., Alamo, CA


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