Amy Montano - Email & Phone Number

Office Manager/Sr Administrative Assistant at Capital Advantage, Inc.

Amy Montano is based out of Lafayette, California, United States and works at Capital Advantage, Inc. as Office Manager/Sr Administrative Assistant.

Amy Montano's Contact Information

Amy Montano's Work email

a*****@capita***.com

Valid

Latest update

October 25, 2025

Location

Lafayette, California, United States

Amy's current employer

Capital Advantage, Inc.

Description

Largest wealth management firm in Lamorinda (Lafayette, Moraga and Orinda, CA). We are a 100% fee-only fiduciary. Retirement planning, fi...

Website

capitaladvantage.com

HQ Location

Lafayette, California, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Capital Advantage, Inc.

Frequent questions about Amy Montano

What company is Amy Montano working for?

Amy Montano works for Capital Advantage, Inc..

What is Amy Montano's function at Capital Advantage, Inc.?

Amy Montano is Office Manager/Sr Administrative Assistant at Capital Advantage, Inc..

Where is Amy Montano based?

Amy Montano is based out of Lafayette, California, United States.

What is Amy Montano's work email address?

Amy Montano's professional email address is a*****@capita***.com

Who are Amy Montano's co-workers?

Amy Montano's colleagues are John Hayman, Brian Wang, Ian Burkhard, Ian Castille.

Amy's co-workers

John Hayman

President and Founder

Senior Financial Advisor

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