Monterey Wealth

Tyler Henderson is a Certified Financial Planner® with 17 years of industry experience. He is currently with Monterey Wealth, where he has worked since 2022, following previous roles at Oxford Financial Partners and MML Investors Services Inc. His credentials include the CFP® and Series 63 designations. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension and profit-sharing plans. The firm employs a range of strategies tailored to client objectives, including asset allocation, dollar-cost averaging, and both short- and long-term purchase approaches.

David Duncan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Monterey Wealth since 2020. Prior to joining Monterey Wealth, he worked at LPL Financial and Triage Consulting Group. He is also a licensed independent insurance agent in Atlanta, Georgia. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension plans. The firm’s approach includes tailored asset management and retirement plan consulting, using various strategies such as asset allocation and technical analysis.

Richard Holland is a financial advisor at Monterey Wealth with 14 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Wealthspire Retirement Advisory, NFP Retirement, Inc., and Afs Advisors, LLC. Outside of his advisory role, Holland serves as a trustee for several family trusts and is a board member of the Dunwoody Police Foundation, a nonprofit organization; he also acts as Membership Chairman at The Standard Golf Club in Johns Creek, GA. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers tailored advice based on client objectives and risk tolerance, employing various strategies such as asset allocation and dollar-cost averaging, and manages both discretionary and non-discretionary assets.

Jay Cohen is a CFP® with 24 years of experience in the financial services industry. He has been with Monterey Wealth since 2020 and previously worked at LPL Financial, Independent Financial Partners, and M Holdings Securities. His other business activities include designing and implementing employee benefits, group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and retirement plans. The firm tailors advice to client objectives and employs various investment strategies, managing both discretionary and non-discretionary assets.