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What We Do 

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*Please Note: No portion of the video content, or any amount of prior experience or success,  should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monterey Private Wealth, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Moreover, you should not assume that any portion of the video content serves as the receipt of, or as a substitute for, personalized investment advice from Monterey.

Who We Serve

High Net Worth Families

High Net Worth Families

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Independent Women

Independent Women

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Executives

Executives

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Business Owners

Business Owners

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Retirees

Retirees

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Foundations and Non-Profits 

Foundations and Non-Profits 

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Our Fiduciary Promise

Monterey Private Wealth provides fiduciary financial advice. Learn more about our Fiduciary Promise.

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Who We Are

Meet the Monterey Private Wealth team of highly experienced and credentialed professionals

Cristofer A. Cabanillas

Cristofer A. Cabanillas

Partner, President and CEO

Gary E.D. Alt

Gary E.D. Alt

Partner, Co-founder and Chief Financial Officer

Steven C. Merrell

Steven C. Merrell

Partner, Co-Founder, and Chief Investment Officer

Hannah Rogge

Hannah Rogge

Senior Wealth Manager

Marlene Alcazar

Marlene Alcazar

Advisor Support and Operations Assistant

Mark Kooiman

Mark Kooiman

Senior Wealth Manager

Julie Roth

Julie Roth

Wealth Manager

Spencer Lloyd

Spencer Lloyd

Wealth Manager

Zachariah Harney

Zachariah Harney

Wealth Manager

Marlene Alcazar

Marlene Alcazar

Advisor Support and Operations Assistant

CONTACT US

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