Antonio Montes De Oca
Associate Financial Advisor
CFP®
Contact Antonio
Team Office
Antonio’s Locations
Farmington, UT 84025 (801) 447-4200
About Antonio
Antonio’s passion for financial planning was shaped by 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 by helping others gain clarity, confidence, and peace of mind around their financial decisions.
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. Today, he works closely with clients to develop personalized financial strategies, with a particular focus on helping U.S. expats and globally mobile professionals navigate the unique financial, tax, and planning challenges that come with living and working across borders.
Outside the office, Antonio enjoys running, hiking, and tennis.
Education
- BS – Finance & Economics, Utah State University
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Our advisory teams work best with households that have $500,000 or more in investable assets.
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(Weekdays 8am–6pm Central)
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