Monte Harrick

Senior Vice President – Retirement + Wealth | Executive Benefits

31 years of experience


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.

Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
CA License #0771797

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

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