Senior Vice President, Executive Benefits Consulting

Monte Harrick

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About

Monte specializes in working with corporations to attract and retain top talent. His areas of focus include consulting on nonqualified benefit plans, designing funding vehicles to finance benefit liabilities and coordinating the placement of administrative teams to handle the nonqualified plans of his clients.

With a passion for sports that was inspired by his dad, NCAA Men’s Basketball Championship Coach, Jim Harrick (UCLA 1995), Monte has devoted countless volunteer hours to youth sports programs in the Greater Los Angeles area.

CA License #0771797

This individual is affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc. Securities offered through Valmark Securities, Inc., member FINRA & SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Adviser. Registration as an Investment Adviser does not imply any certain level of skill or training. 130 Springside Drive, Suite 300, Akron, Ohio 44333. 800-765-5201. Valmark Securities, Inc. and Valmark Advisers, Inc. are independent of and unaffiliated with ODIA. 

Check the background of this investment professional on FINRA’s BrokerCheck. 

Valmark Securities Inc.’s Client Relationship Summary: Form CRS