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Billy M
CFP®
Salida, CO
Mondor Financial Planning LLC
Billy Mondor is a CFP® professional based in Salida, CO, currently with Mondor Financial Planning LLC. He has experience working at several firms including Deloitte Tax LLP and Imperium Wealth Management. Outside of financial planning, he is involved with Mondor Services LLC, a separate business entity. Mondor Financial Planning LLC provides fee-only financial planning services to individuals, high-net-worth individuals, and small business owners. The firm focuses on collaborative, ongoing planning engagements emphasizing asset allocation and Modern Portfolio Theory, often recommending passive mutual funds and ETFs, with clients responsible for implementing investment recommendations.
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