Mark Monteiro

Mark Monteiro is a dedicated Financial Planner who puts his clients’ financial well-being at the center of everything he does. With extensive experience in the financial services industry, Mark has built his career around one core belief: creating lifelong stability through personalized, holistic planning. Inspired by his parents, immigrants from Portugal who achieved their own version of “The American Dream”, Mark is passionate about helping clients navigate their unique financial journeys through education, guidance, and unwavering support.

Mark embraces 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 wife, Isabelle, and their two cavapoochon puppies, Booker & Whaler.

Mark is a Certified Financial Planner® professional and has obtained his Life and Health Insurance, Series 7, and 66 licenses, enabling him to provide comprehensive financial solutions tailored to each client’s unique goals and circumstances, ensuring they receive the highest level of professional expertise and personalized service.

Mark is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. 

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