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Diego  Montoya, CPFA

Diego Montoya, CPFA

Financial Services Executive, Wealth Management Advisor


Diego Montoya is a Financial Services Executive and Wealth Management Advisor with Barnum Financial Group. With over 11 years of financial services industry experience, Diego provides precise strategies to prepare each client with the tools and education to shape the financial future they want. Diego is dedicated to understanding his client’s financial goals and aspirations, offering the highest level of personal service and an extensive knowledge of financial products. His approach to protection planning and investments starts with a distinctive knowledge of what’s most important to each client. Diego currently lives in Branford with his Great Dane, Brutus. He loves the outdoors and is always active. He enjoys hiking, running marathons, golfing, kayaking, skeet shooting, and cycling. An avid auto enthusiast, he loves talking about cars and motorcycles. Diego graduated from Southern Connecticut State University in 2006 with a BS in Business Management, concentrating in Finance.

 I am domiciled in CT and I am licensed to sell insurance and securities in several states.