Lucas Montes, a native Spanish speaker from Argentina, has recently joined Mountain Asia Investment Services, bringing with him a unique skill set. His proficiency in both English and Spanish is expected to be a valuable asset to the company. Having spent several years at Fidelity Investments, Montes has gained a wealth of experience in the investment sector. His transition to Mountain Asia Investment Services marks a significant step in his professional journey. Montes’s bilingual abilities will not only facilitate communication with a diverse clientele but also enable him to navigate the complexities of the global financial market.

He has a strong background in financial planning, having worked at a financial planning firm for several years. Lucas Montes is a seasoned financial advisor specializing in retirement planning, investment strategies, and comprehensive financial planning. With a solid educational foundation from Utah Valley University, where he earned his bachelor’s degree in business administration and personal financial planning in 2018, Montes brings a wealth of knowledge and experience to his clients. Montes’ expertise in financial planning is not just theoretical; it’s grounded in practical experience.

Our team of experienced professionals offers a range of investment options tailored to individual needs, including mutual funds, exchange-traded funds (ETFs), and individual stocks. We believe in a holistic approach to wealth management, considering factors such as risk tolerance, time horizon, and financial goals. We understand that investing can be complex, which is why we prioritize education and transparency.

Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor.