Experience
For more than twenty years, Jamie Montanio has built a strong reputation as a reliable resource for her clients. Her expertise lies in guiding high net-worth individuals and their closely held companies, entertainers, real estate owners and operators, and professional service firms in their financial decision-making process. This includes comprehensive services such as tax planning, financial planning, investment consulting, and tax compliance. Jamie and her team are dedicated to providing high-touch concierge-style consulting services to their clients.
Prior to joining the firm, Jamie was a partner at Winningham Becker & Company LLP, a top 25 accounting firm in the San Fernando Valley.
CREDENTIALS
Education
Bachelor of Business Administration in Accounting, California Polytechnic State University, San Luis Obispo
Licenses
Certified Public Accountant in the State of California
Honors And Awards
”Future of Business Management,“ Trusted Advisor (2024, 2023)
”Business Managers Elite,“ Variety (2022)
”2014 Women to Watch – Emerging Leader,“ California Society of Certified Public Accountants
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
WORK-LIFE BALANCE
Outside The Office
In her free time, you will find Jamie spending quality time with her husband, family and friends. She enjoys traveling, wine tasting, watching baseball (she left her heart in San Francisco years ago and is an avid Giants fan), and running in local 5K and 10Ks.
Get in touch with Jamie B. Montanio today.
Fill out the form below to get in direct contact with Jamie B. Montanio and start your personalized consultation journey.
"Each day I set out to learn something new so that I can be a valuable resource to my team members and be the trusted advisor our clients need to help them reach their goals."
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Get in touch with Jamie B. Montanio today.
Fill out the form below to get in direct contact with Jamie B. Montanio and start your personalized consultation journey.
