Monterey Wealth

Tyler Henderson is a Certified Financial Planner® (CFP®) with 17 years of experience in the financial services industry. He is currently with Monterey Wealth, where he has worked since 2022. His prior experience includes roles at Oxford Financial Partners and MML Investors Services Inc, as well as MassMutual. Monterey Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm customizes portfolios based on client objectives and risk tolerances, offering both discretionary and non-discretionary management with regular account reviews.

David Duncan is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Monterey Wealth since 2020 and previously held roles at LPL Financial and Triage Consulting Group. In addition to his advisory work, Duncan is a licensed insurance agent. Monterey Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerances, offering both discretionary and non-discretionary management, and utilizes a third-party platform to monitor held-away accounts.

Jay Cohen is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Monterey Wealth since 2020. He previously worked at LPL Financial, LLC for 15 years. Outside of his advisory role, Cohen is involved in the design and implementation of employee benefits, group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of strategies and offers both discretionary and non-discretionary management, with a notable emphasis on client-directed decision making.