Montoya Financial Strategies
Chelsea Pastrana has a diverse work experience spanning over 16 years. Chelsea currently holds the position of Regional Marketing Director and Marketing Specialist at Baldwin Krystyn Sherman Partners (BKS-Partners) since 2018. Prior to this, they worked as the Director of Marketing at Montoya & Associates for 13 years, where they managed marketing policies and initiatives. Additionally, they served as the Executive Assistant at Montoya Brower & Associates from 2005 to 2007 and as an Executive Administrative Assistant/Benefits Coordinator at Lanahan Insurance from 2002 to 2004. In their role at Lanahan Insurance, they were responsible for coordinating benefits plans, developing benefit summaries, and performing underwriting duties.
Chelsea Pastrana obtained a Bachelor's degree in Marketing and Business Administration from the University of North Florida - College of Business Administration from 2000 to 2004. Chelsea also earned a High School Diploma from Duncan Fletcher from 1997 to 2000. In terms of additional certifications, Chelsea obtained various certifications related to digital marketing, content marketing, social media marketing, and online marketing from different institutions such as LinkedIn, Lynda.com, and HubSpot Academy between 2017 and 2019.
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Montoya Financial Strategies
Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management and financial planning. We look at the big picture and help you understand all aspects that may affect your personal financial situation, such as estate planning, college planning or planning for retirement. But again, we look at these plans with regard to the realities of your lifestyle and circumstances. We help work through planning elements of a retirement plan such as life insurance coverage, social security benefits, and more. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Montoya Financial Strategies is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.