Jacob Montemayor

CFP®, MBA

Financial Advisor

As an advisor, I strive to maximize my client’s wealth and minimize their worry. With 13 years of industry experience and over 17 years studying finance, I serve as the first resource my clients turn to any time a financial question arises in their life. Having gained interest in finance at a young age I am grateful and fulfilled helping families feel secure in their financial wellbeing. Empirical enables our clients to obtain their financial prosperity. 

Contact
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Professional Designation

  • CERTIFIED FINANCIAL PLANNER™ professional 
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Education

  • University of Oklahoma 
    • Masters of Business Administration – Finance Concentration 
  • Northwood University 
    • Bachelors of Business Administration – Finance 
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Community Involvement

  • Collaborative for Fresh Produce – Feeding Texas 
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Personal Interests

  • Time outdoors 
  • Traveling 
  • Time with loved ones 

Phone:

(817) 961-1990

Address:

300 Throckmorton St
Suite 630
Fort Worth, TX