Allen Montemagno

Financial Advisor

As the LPL Financial Advisor at Abundance Wealth Management, it is my #1 priority to get to know you, the client, and understand your goals and priorities before I invest your money. In order to accomplish this, I strive to build strong relationships with my clients, and I don't stop there. I also make it a point to work closely with your CPA, your attorney, and any other professionals, which gives me an edge in determining the suitable financial strategy and the suitable retirement strategy for you and your family.

I began my career in the financial services industry in 2014. I am blessed to be able to say that I have built a successful practice in Temecula, Murrieta, Wildomar and the surrounding areas. I have served on leadership teams as a field trainer, mentor, secondary recruiting leader, legacy host branch, new financial advisor coach, and field trainer leader.

In January 2021, in order to better serve my clients, I started my own business named Abundant Wealth Management, backed by LPL Financial as my broker/dealer.

I am an active member and past President of the Wildomar Rotary, Murrieta and Wildomar Chamber, Business Networking International, I also have a passion for serving my community and leading a local Men's Ministry.

On a personal note, I have been happily married to my best friend since 2000. My wife, Stephanie, and I are grateful parents of 4 amazing children: Nicole, Isabella, Noah & Elijah. I enjoy taking my family boating on the Colorado River, spending time with friends, and traveling.