Adriel Montes

Tell us about yourself and your family.

I was born in Georgia and raised in Allentown, PA. In total I have 7 siblings: 4 sisters and 3 brothers. Growing up with half my family hailing from Puerto Rico, I became fluent in Spanish, which has been beneficial both personally and professionally. We are a large family that loves being close. I attended Temple University in Philadelphia, PA, where I graduated with a major in financial planning. From obtaining my real estate license at 18 to selling homes during college, I’ve cultivated a passion for business, real estate, and professional development. Additionally, launching and running a residential cleaning service in college provided invaluable experience from the perspective of a business owner. I enjoy researching various businesses and industries, being outdoors, hiking, and typically enjoy any physical activity or sport, especially boxing.

Why did you pursue a career in finance?

My interest in finance was sparked by a desire to grasp financial literacy and assist those around me. Additionally, I found the intricacies of investments fascinating. The dynamic career prospects within finance, particularly financial planning, enable me to make a positive impact while indulging in something I truly enjoy and am captivated by. Regarding financial planning, my passion lies in assisting others. In my view, there simply isn’t another path for me.

What is your role at Antolino & Associates?

I support our advisors at Antolino & Associates throughout the financial planning process, ensuring that all tasks are meticulously handled to meet our clients’ current and future requirements. As an additional set of eyes and hands, I enhance the value we provide to our clients, given our collaborative team approach. My ongoing goal is to become a financial advisor/certified financial planner.

What might we catch you doing for fun on the weekend?

As a new resident of Columbus, Ohio, you can catch me doing just about anything. I love to explore and try new things. So, from going to different dog parks with my dog, to flying drones in cool nature spots, to trying the extensive list of restaurants in Columbus, the list goes on.

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