Montis Financial
Cameron Gast, CFP®, currently serves as a Financial Advisor at Montis Financial since April 2024. Prior to this role, Cameron held positions at Charles Schwab from August 2021 to April 2024, including VP - Financial Consultant and Investment Consultant. Experience also includes working as a Financial Advisor at Prudential Financial from September 2019 to July 2021, and as a Teller at Eastern Bank from June 2015 to September 2018. Cameron completed a Bachelor’s Degree in Finance at Roger Williams University between 2016 and 2020.
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Montis Financial
Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security. Given our fiduciary nature, we can assure that your priorities are our priorities.