Meet the Investment Team Lucas Montes, CFP®
Wealth Advisor
Lucas Montes is a wealth advisor serving the West Valley and Magna areas. He has been with Mountain America Investment Services since 2024. For Lucas, understanding a client’s full financial picture is essential to helping them feel confident and focus on what matters most.
Lucas is a Certified Financial Planner® and has worked in the industry since 2019, including five years at Fidelity Investments, where he advised clients on 401(k) and retirement planning. He now specializes in retirement and income planning, investments, insurance and tax and estate planning. His priority is to develop, implement and monitor each client’s unique financial plan.
Lucas graduated from Utah Valley University in 2018 with a bachelor's degree in personal financial planning. He holds Series 7 and 66 securities licenses through LPL Financial, a life insurance license and the CFP® designation. He is fluent in English and Spanish.
Born and raised in Argentina, Lucas enjoys soccer, skiing in Utah's beautiful mountains, and reading about economics. He cherishes spending quality time with his wife and two children.
Branches served
West Valley: 5600 WestWest Valley: 3500 South
Magna: 3500 South
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
