About
Antonio’s passion for financial planning was born from personal experience, growing up in a household where money was often a source of stress. That early exposure inspired him to learn how to manage finances effectively and ultimately pursue a career helping others gain clarity, confidence, and control over their financial lives. Before transitioning into financial planning, Antonio was an intern with Charles Schwab. He joined Rock House Financial after graduating from Utah State University and later joined Wealth Enhancement in 2024. In his current position, he works closely with a team of financial advisors to support their clients.
Outside the office, Antonio enjoys running, hiking and tennis.
Education
- BS – Finance & Economics, Utah State University
Resources from Antonio Montes De Oca
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Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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