AlphaCore Wealth Advisory
Nicole Montes serves as AlphaCore’s Office Manager & Marketing Coordinator. Nicole works closely with all team members, clients, and vendors at AlphaCore ensuring day-to-day activities run smoothly while exhibiting excellent communication skills and an upbeat attitude. Nicole brings years of experience in executive assisting, event planning, digital marketing, and office management. Nicole is excited to be a part of Team AlphaCore and believes that a positive approach and dynamic energy helps encourage others to work hard and succeed for the betterment of the team.
Nicole is originally from El Paso, Texas but has called San Diego, CA home for the past three years alongside her husband and their two dogs.
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AlphaCore Wealth Advisory
At AlphaCore, they employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, AlphaCore believes alternative investments should also be incorporated in order to properly diversify a portfolio.