Amber R. Montgomery MBA, CFP©, AIF©

Certified Financial Planner | Investment Consultant
(760) 230-1880 ext. 105
(760) 230-1341

Amber is a graduate of Chapman University with a B.A in Social Science, where she completed her senior capstone project on Behavioral Finance. She became a registered securities representative, obtaining her FINRA Series 7 and 66 in 2010.  These registrations are currently held at LPL Financial. Amber completed her Executive Certificate in Financial Planning from San Diego State University in 2012.   In addition, she earned her MBA with a finance emphasis in 2015 from The University of Redlands. She earned her CPF© designation in 2015 and AIF© in 2020. Amber currently oversees the financial planning department along with Institutional business. Amber joined the Focus team in 2007.