Mr. Edgar Montenegro, MBA, CFBS

Wealth Management Adviser


Edgar Montenegro is motivated by the opportunity to improve the lives of his clients. The financial lives of his clients are enhanced by the philosophy of care in their interactions. His success lies in his ability to build and grow his relationships with everyone he comes in contact with and present solutions to his clients that are customized specifically to their lives, concerns and goals.

Edgar works as a part of a firm that is rich in culture with many valuable resources and an unwavering desire to help their clients live a life without compromise. Through their established products and services, they leverage the talents and skill sets of their team to help achieve their client’s goals while minimizing the financial threats that exist.

Edgar graduated from Fordham University in 1994 with a Bachelor’s degree in Finance and Management and the University of Phoenix in 2003 with a MBA in Operations. He began his career as an Executive Sales Manager at Fortunoff’s from 2003-2008. He then worked as an Investment Counselor at David Learner Association until 2011 and began his Financial Advisor Career at Guardian from 2011 to 2013. Edgar came to Center for Wealth Preservation as a Financial Representative in 2013. His past professional experience has given him the knowledge to help him succeed in his current position. Edgar holds a series 7 FINRA registration and earned his CLTC designation. His passion and motivation proves that he will continue to grow within his career.

During his spare time, Edgar enjoys spending time with his wife and their 4 children, Sophia Belle, Maximilian Xavier, Leigh Engels, and Evelyn Engels.

I am licensed to sell Insurance Products in the following jurisdictions: New York, Arizona, Connecticut, Florida, Georgia, North Carolina, New Jersey, West Virginia.

I am licensed to sell Securities Products in the following jurisdictions:

New York, Connecticut, Georgia, New Jersey