Alec’s Approach
Alec A. Montoya
CFP®, CPWA®
Financial Advisor
Overview
Based in Lincolnshire, Illinois, financial advisor Alec Montoya, CFP®, CPWA®, focuses on helping business owners, highly compensated professionals, and retirees navigate complex financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional, Alec is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. He strives to transform intricate investment, tax, and estate planning strategies into clear, actionable insights tailored to each client’s goals.
Montoya began his career in financial planning in 2014 and focuses on delivering thoughtful, personalized service. He joined Savant in 2025 after working for financial firms in Illinois and Colorado.
To earn his Certified Private Wealth Advisor® (CPWA®) designation, Montoya completed the Wealth Management Theory and Practice executive certification program through Yale School of Management. He holds a bachelor’s degree in finance from Colorado State University.
Montoya lives in Crystal Lake, Illinois, with his wife and their two children. Outside of work, he enjoys traveling, fishing, and supporting his kids’ activities.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Colorado State University
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Private Wealth Advisor®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.