Jim Monteverde – National Financial Advisor with World Vision

Founder and CEO of the Monteverde Group, LLC, James Monteverde holds advanced financial counseling and estate planning degrees. Mr. Monteverde has attended several financial planning conferences as the keynote speaker. The holder of several professional designations, James Monteverde has published several works dealing with financial planning.

Through his charitable efforts, James Monteverde has earned several honorary citizenships, and is currently serving as a national financial advisor with World Vision. Since 1950, World Vision has been committed to helping communities around the world fight poverty. The humanitarian organization serves people in almost 100 countries and works to help communities thrive and grow. From serving earthquake survivors to helping refugees and communities affected by AIDS, World Vision helps communities that need it the most.

The organization currently has over 40,000 staff members who work directly in the countries and communities that World Vision helps. With over three million volunteers and donors, the organization is able to fund its work and support poverty and disaster stricken communities around the world. World Vision also has the support of over 500,000 child sponsors. Through sponsorships, children in other countries receive basics such as health care, food, and education. Through the careful monitoring of finances, World Vision is able to ensure that they provide communities with help that will produce the maximum benefit while using up the minimum financial resources.


Services of The Monteverde Group

Jim Monteverde is the founder and president of The Monteverde Group, LLC., a financial services firm that holds offices in Pennsylvania, West Virginia, and Florida.

Headquartered in Pittsburgh, James Monteverde’s firm offers financial and advisory services to individuals and businesses while building strong client relationships based on trust and confidentiality. Services include:

1. Wealth Management: the firm uses a two-pronged approach, which includes a macro client evaluation and a micro client determination, in order to help clients build a portfolio to suit their financial needs.

2. Financial Planning: Financial advisers work closely with the clients to tailor a financial plan that suits the client’s goals and objectives.

3. Wealth Transfer Planning: Clients work with advisers on estate and legacy planning, wealth transfer strategies, survivor protection, and insurance analysis and review.

4. Corporate Benefit Strategies: Advisers will counsel corporations on their benefits packages for employees and executives.

5. Health & Welfare: Companies seeking to develop a valuable and attractive health benefit plan can work with the advisers to develop plans that include health insurance, dental, group disability products, prescription drugs, and more.

Eden Christian Academy Offers Students Access to Music and the Performing Arts, By Jim Monteverde

Eden Christian Academy, a nondenominational school for students in preschool through grade 12 in the greater Pittsburgh area, features the opportunity for students to participate in music and the performing arts. The academy offers band and instrument ensembles, choruses, musical and dramatic productions, and more.

Students at the academy may opt for individual instrument lessons, as well as group lessons, beginning in third grade. In addition to an annual Christmas concert, students perform numerous outreach concerts throughout the Pittsburgh area. Elementary-aged students also perform in the yearly spring musical, while older students of the Upper School lead weekly worship music performances at the chapel.

Performing arts productions, such as musicals and plays, are featured throughout the year. Visit EdenChristianAcademy.org for more information about the school and its programs.

About the Author:

James “Jim” Monteverde is a financial expert with over 40 years of experience in the wealth management sector. Jim Monteverde is the founder of The Monteverde Group and is an involved community member and former chair of the Eden Christian Academy.

James Monteverde: A Brief Overview of NAIFA

The National Association of Insurance and Financial Advisors (NAIFA) represents numerous insurance professionals nationwide. The group began in 1890 and now includes members from every U.S. congressional district. To become a member, professionals must work in an area such as life insurance, annuities, health benefits, or financial advising, among others.

NAIFA’s website includes a page that educates consumers about financial matters. Emphasizing that financial planning extends beyond simple investing, the organization recommends determining long-term goals and meeting with a professional to learn how to meet them. In addition, NAIFA also prioritizes protecting against economic uncertainty, building an investment portfolio, and planning for retirement. The group also offers a feature that allows individuals to locate a NAIFA member in their communities.

President and Chief Executive Officer of The Monteverde Group, James Monteverde serves insurance and investment clients in Naples, Florida, and Pittsburgh, Pennsylvania. Monteverde is a member of the Million Dollar Round Table, a prestigious organization for the financial industry’s top salespeople. He is also a member of NAIFA.