Connie Arebalo, FPQP®
Client Service Associate
Connie joined MONTAG in 2025 as a Client Service Associate, bringing more than 10 years of experience in the wealth management industry. With a strong background in client relations, she is committed to delivering white-glove service to high-net-worth investors. She is also skilled at streamlining and automating internal processes, creating efficiencies that enhance the overall client experience. Connie holds the Financial Paraplanner Qualified Professional® (FPQP®) designation, reflecting her broad knowledge of personal financial planning and dedication to supporting clients with care and expertise.
Outside of the office, Connie enjoys international travel and exploring new cultures, as well as preparing meals and trying new recipes from scratch.
Education
- Norfolk State University – BA in Sociology