BAKERSFIELD, CA, February 17, 2025 /24-7PressRelease/ -- Greg Joseph Montejo has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Mr. Montejo is the founder and financial advisor at Proverbs Financial & Insurance Services, a role he has held since 2021. With a career spanning almost a decade in the financial sector, he has established himself as a dedicated professional committed to providing exceptional service to his clients. His journey in the financial industry began with Northwestern Mutual, where he served as a financial advisor from 2015 to 2021. During this time, he honed his skills in financial planning and client relations, laying the groundwork for his future endeavors.

Prior to his tenure at Northwestern Mutual, Mr. Montejo worked as a cashier at Walgreens. This early experience in customer service provided him with valuable insights into client interaction and management, which have been instrumental in his success as a financial advisor. His ability to connect with clients and understand their needs has been a cornerstone of his professional journey.

Mr. Montejo's educational background includes a bachelor's degree in business economics from California State University, Long Beach, which he obtained in 2015. This academic foundation has been pivotal in shaping his analytical skills and understanding of economic principles, both of which are crucial in the field of financial advising. He attributes much of his success to his faith, which serves as the foundation of his personal and professional life, as well as the support of his family and mentors who have inspired him along the way.

In addition to his professional achievements, Mr. Montejo is actively involved in civic organizations. Since 2019, he has volunteered as a committee member for the Alzheimer's Association California Southland, demonstrating his commitment to giving back to the community. His dedication to service extends beyond his professional life, reflecting his values and desire to make a positive impact.

One of Mr. Montejo's most notable career highlights occurred in December 2017, when he acquired 28 clients in just one month. This was a pivotal moment for him, as he had set a goal to gain 50 clients for the entire year. However, by December, he had acquired only 22. Feeling discouraged, he spoke with his business coach and expressed his intention to try again the following year. His coach, however, encouraged him to push through; initially hesitant, Mr. Montejo decided to give it a shot, and to his surprise, he succeeded. Overcoming that significant mental barrier boosted his confidence and ultimately led him to open his own firm.

Mr. Montejo's accomplishments have been recognized through several prestigious awards, including membership in the Million Dollar Round Table and multiple accolades from Guardian Life Insurance such as three Client Donor Awards, the Presidential Citation Award and the Leaders Club Award. These honors underscore his excellence in client service and leadership within the industry.

Outside of his career, Mr. Montejo enjoys sports, spending time with his wife and exploring new dining experiences together. Looking ahead, he aims to expand Proverbs Financial & Insurance Services by growing the team of financial advisors within his firm. His vision includes fostering an environment that nurtures talent and supports professional growth for aspiring advisors.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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