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History

Our History

Monterey Wealth was founded by Jay Cohen in March 2004. The firm’s philosophy is deeply committed to providing advice that is in the best interest of our clients with fee structures that are completely transparent.  Due to the growth of Monterey Wealth, Mark Koppelmann joined the firm as a partner in the fall of 2010 and David Duncan joined in 2018.  Jay, David and Mark are CERTIFIED FINANCIAL PLANNERS™ and are proud of their affiliation with LPL Financial, the nation’s top independent broker/dealer.  As reported in Financial Planning magazine June 1996-2018, based on total revenues.

Core Values

Our core values are the foundation upon which we base our decisions for the benefit of our clients, associates, and partners.  Following are our core values:

·         Cultivate trust with every employee, client, and partner

·         Never compromise on doing the right thing

·         Treat our partners, employees, and clients with respect

·         Commit to continuous education for ourselves, our clients, and our team

·         Only pursue clients who exhibit a mutual respect for our time, expertise, and guidance; and who share common values and inspire us to deliver “raving fan” service