Matthew J. Montini established FIG Capital in 2011. He has over 37 years of experience in virtually every aspect of the securities industry.

After college Matt graduated from The Options Institute at the Chicago Board Options Exchange (CBOE) and travelled the country teaching options and derivative strategies to various financial firms and their advisors. Matt has extensive experience dealing with the complexities of Rule 144 and Section 16 of the Securities Exchange Act of 1934. He focuses on how such rules impact liquidity events during mergers, acquisitions, and initial public offerings. He’s been involved in some of the largest derivative-based transactions for restricted and control stock on Wall Street.

Prior to starting FIG Capital, Matt ran the Corporate & Venture Services Group as Managing Director of the investment bank at Prudential Securities with offices in San Francisco and Menlo Park, California. He was personally responsible for assets under management in excess of $3.5 billion. Matt specialized in working with high net worth entrepreneurs and venture capital firms in Silicon Valley. He's worked with multiple public and private companies across numerous industries including, but not limited to technology, construction, transportation, public utilities, sports, manufacturing, and private equity.

Matt has spent the last decade specializing in both qualified and non-qualified corporate retirement plans. He focuses on plan design, implementation, compliance, monitoring, fiduciary guidance, and participant education. As much as he enjoys working with corporations his passion is investment planning for individuals and families. Matt and his wife, Julie, live in the Almaden Valley area of San Jose and have two adult children, Tony and Sara.

CA Insurance License #0A56319. Resident state CA.

Tony Montini joined FIG Capital in 2016 after working at various technology startups. Prior to entering the workforce, he graduated from Chico State with his MBA and bachelor’s degree in Entrepreneurship & Small Business Management. He’s a CFP® Professional, CRPS® Professional, and has an Executive Certificate in Financial Planning from Santa Clara University.

Tony embraces a truly comprehensive wealth management approach acting as the leader of a client's financial team. He coordinates with CPA's, insurance providers, estate planning attorneys, and other professionals to ensure collaboration. Tony doesn't just manage investment portfolios; he helps design a financial strategy aligning with client's goals.

In addition to providing private wealth services to individuals, Tony has experience managing numerous types of qualified retirement plans, liquidity events, and corporate cash for institutional clients ranging from medical clinics to labor unions. His retirement plan work focuses on 401(k) and defined benefit pension plans with an emphasis on asset allocation, peer benchmarking, fiduciary oversight, participant education, vendor agreements, and the like.

CA Insurance License #0I95475. Resident state CA.

With over 25 years of experience in wealth management, Dean Correa is a Director, Senior Financial Advisor with FIG Capital. Dean’s primary focus is investment management tailored to his client’s specific needs and risks. He decided to go independent to make decisions that were not tied to large corporate goals so that he could focus on reaching his client’s goals.

As a wealth advisor, Dean has extensive experience helping clients deal with the many complexities of wealth. He works closely with you to explore the full range of opportunities available to you. Depending on your situation, he will customize and evaluate a financial solution for you. Dean enjoys helping his clients find success and live out their goals. He is very attentive, easily accessible, and truly cares about his clients and their goals. He’s also very easy to get along with and has a great sense of humor. He prides himself on being able to get through tough periods in the markets and focuses on long-term plans for his clients.

Growing up, Dean was an Airforce brat and was fortunate to have lived many places throughout the world, including Izmir, Turkey. After his father retired, he lived in Southern California where he eventually settled down until he left for college at San Jose State University and graduated with a Bachelor of Science in Business Administration (Management) degree in 1983. Following graduation, Dean attended Aviation Officer Candidate School in Pensacola, Florida and received his commission as an Ensign in the Navy in the summer of 1984. Stationed at NAS Moffett Field, he flew and instructed in the P-3 Orion. He married his wife Michelle in the summer of 1984, whom he met in college. They have five kids - the youngest of whom are twins.

After serving in the Navy, Dean joined Prudential Securities in 1993 where he began his career as a financial advisor. Dean was recognized by Prudential Securities after his first five years for having built a thriving practice. In 2007, Dean joined Merrill Lynch where he continued to enjoy not only professional success but continued assisting his clients to pursue their financial goals. In 2014, Dean joined Wells Fargo Advisors Financial Network as Correa Wealth Management and later joined forces with FIG Capital, founded by Matt Montini.

Outside of work, you’ll find Dean coaching little league baseball, cheering on local sports teams in the bay area, listening to Jimmy Buffett, and spending time with his family and two golden retrievers.

CA Insurance License #0B22540. Resident state CA.

With over 20 years of experience, Miguel is a Director, Senior Financial Advisor with FIG Capital. As a wealth advisor, Miguel focuses on helping families achieve their goals through his purpose driven process with a primary emphasis on investment planning and investment advisory. He also has extensive experience in the area of employee compensation via corporate stock plans, restricted stock units and employee stock purchase plans.

Miguel’s approach to financial advice begins with your life goals and is designed to help you live the one life you have the best way you can, striving to minimize undue financial sacrifice or overexposure to risk. He also understands that along the way, life happens and therefore client’s goals and investment plans are active and continuously changing. To that affect, Miguel reviews and can adjust recommendations based on these changes. He covers every aspect of his client’s financial life, including investment planning, college planning, assets, liabilities, and cash flow.

Having grown up in Mexico City, Miguel is fluent in Spanish and brings a distinct perspective to his practice with his bi-lingual and bi-cultural background. Prior to moving to the Bay Area, Miguel lived in San Diego, CA to which he still has a strong connection as all his immediate family still resides there.

Miguel currently resides in Pleasanton, CA and while not working, he enjoys spending time with his wife Julie who has been teaching at the local elementary school for over 20 years and his two high school kids, Mateo and Sofia who play football, soccer and lacrosse.  Miguel also enjoys being active at the gym, playing tennis and spending time on some of his hobbies, which include wine, cars, travel, and continuous research of world events.

CA Insurance License #0C47737. Resident state CA.

With over 25 years of experience in wealth management, Volter is a Director, Senior Financial Advisor at FIG Capital. As a financial advisor, Volter helps individuals and families with retirement planning, trust management, college planning, and overseeing liabilities to pursue financial goals through a long-term investment approach.

He received his engineering degree from San Jose State University and decided to pursue a career in wealth management after discovering his true passion for investing. Prior to FIG Capital, he worked at Morgan Stanley, UBS Financial Services, and Wells Fargo Advisors.

Volter focuses on helping clients develop and implement strategies for building wealth, saving for retirement, and realizing their goals. His mission is to provide objective, timely financial advice, and guidance with highest level of professional service while building and preserving wealth for clients. He believes the key to building a successful and productive client relationship is to treat every client as an individual and to listen intently to their unique goals and aspirations. Only from this foundation is it possible to build a truly customized investment plan.

Volter currently resides in San Jose. His daughter, Fiona, is in college and his son, Brandon, is in high school. He is fluent in Armenian and Farsi and loves automobiles. He often attends automobile events and rallies.

CA Insurance License #0B74256. Resident state CA.

Damon is a Certified Private Wealth Advisor® for a limited number of families - a decision which allows him to comprehensively serve and recommend appropriate investments. The families he partners with are successful and intelligent but don’t have the time or inclination to research and self-manage the litany of considerations they feel necessary to accomplish their objectives most efficiently. Understanding the time constraints and sometimes overwhelming demands of balancing the intersection of life and finance, he is able to handle the details with sophisticated solutions while addressing potential blind spots before they can become problems. Additionally, when appropriate, he will collaborate with your CPA, attorney and other professionals to help ensure a coordinated effort on your behalf.  

Due to the complexities inherent with substantial wealth, Damon maintains the following memberships and designations: 

• CERTIFIED FINANCIAL PLANNER™ (CFP®)  
• Member: Investments and Wealth Institute 
• Certified Private Wealth Advisor® (CPWA®) designation earned through The University of Chicago’s Booth School of Business
• Graduate of the Investment Management Analyst Program earned through the University of Pennsylvania’s Wharton School of Business (CIMA®)
• Chartered Retirement Plan Specialist (CRPS®) 
• Certification in environmentally responsible (ESG) investing offered in partnership with Columbia University’s Earth Institute
• Certified Exit Planning Advisor (CEPA®)

On a personal note, Damon cherishes time spent with his family and keeps occupied with the multitude of activities surrounding his children, Damon and Gia. When not with his family, he can be found socializing over a nice meal and bottle of wine, fitness training or serving on the board of Ferrari Owners Charitable Foundation benefiting underprivileged children.

CA Insurance License #0C28970. Resident state CA.

Jason was born and raised in Los Gatos, attended San Jose State on a baseball scholarship and is a graduate of Sonoma State University. He began his financial career at Prudential Securities, and later moved to Morgan Stanley where he spent 18 years building a successful wealth management business as a Senior Portfolio Manager and Wealth Advisor.

In 2017 Jason founded Clidro Private Wealth Management, an intentional move that allowed him to better service his clients with unbiased advice, cost-effective solutions and personalized attention. Jason joined forces with FIG Capital so that he can continue to deliver the individual focus his clients deserve while maintaining the benefits, resources and security to which they are accustomed. He works with a broad range of clients, including individuals and families, non-profits, executives and entrepreneurs.

Jason spends nearly all his free time with his wife Shannon and their four active children. They’ve become avid Razorback fans, with a son and daughter attending the University of Arkansas, the daughter as a collegiate gymnast for the Arkansas Gymbacks. And he finds himself at many dance competitions with their two younger daughters. Jason is a diehard Green Bay Packers and San Francisco Giants fan, who loves music, cooking, food, travel and running the local trails.

JD was born and raised in Los Gatos, California and attended Bellarmine College Preparatory. He then graduated from Santa Clara University with a bachelor’s degree in finance on an academic scholarship, where he became an All-American boxer and eventually fought for a national championship. He still has a passion for the sport and has even helped coach at San Jose Pal Boxing with his old college coach, Candy Lopez.   

He launched his financial career at Prudential Securities alongside Jason Drotar, Financial Advisor, and Matt Montini, Managing Director, where he remained through the transition to Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In 2007 he joined Drotar again at Morgan Stanley where he stayed for ten years continuing to build a successful wealth management practice. In 2017, Testa and Drotar moved to the independent channel of Wells Fargo Advisors.

JD brings to FIG Capital his contagious energy and positive attitude along with over 25 years of investment experience. He focuses on managing investment portfolios for individuals and families, including executives and small business owners. Through the Wells Fargo Advisor’s capital markets syndicate platform, JD can provide his clients with access to IPO’s, overnight secondary and preferred security offerings, amongst other deals. 

JD’s first love is his family. His wife Michele was one of the first cold calls he ever made in the business. Together they are the proud parents of two children, Jake and Kennedy. They also have an old English bulldog named Pluto. JD has always been very involved with his children’s schools and their family church, either serving on various school boards or coaching his children’s sports. When he’s not at a school function or on the field, JD enjoys spending time with friends and family, which usually entails adventuring somewhere outdoors, fishing, running, hiking or mountain biking.

As a Director and Senior Financial Advisor with FIG Capital, Ken brings his extensive experience in helping families through the investment planning process. Investment planning is a critical part of life that is often overlooked by many. Having a solid investment plan can help people save for retirement, manage money effectively, and reach financial goals. It is critical to properly manage wealth and build a secure financial future.

Of course, the benefits of investment planning come with the commitment to create and maintain a plan. There are numerous benefits of having an investment plan. One of the biggest benefits is the confidence that comes with having a plan in place. A good investment plan will provide guidelines for saving, spending, and investing. It will also help people think more about making smart and responsible financial decisions. 

With over 20 years of experience as a wealth advisor, Ken is well-versed in analyzing, consolidating, and allocating a lifetime of savings to create a plan that will help achieve personal goals now and in the future. This includes explaining and educating clients about investment advisory strategies as well as insurance products.

In addition to being a dedicated financial advisor, Ken is involved in coaching wrestling, church activities, and enjoying hiking, camping, and other outdoor activities with his wife, Andrea, and son, Kevin.

Candida (Candy) R. Perez has worked as a Senior Client Associate in the financial industry for over seventeen years. Candy is a detail-oriented individual who uses her interpersonal and organizational skills to her advantage. She demonstrates exceptional communication skills as she works with multiple financial advisors daily. Previously, she worked as a payroll manager for fifteen years, where she gained leadership experience and expanded her administrative and customer service skills. She brings a warm and personable attitude to any place of work and Candy loves connecting with clients.

Candy is originally from Queens, New York and moved across the country to Pleasanton, California in 2005 with her husband and two daughters. Her parents reside in Guanica, Puerto Rico, where she spent some of her childhood. She travels home every year to help her elderly parents, as her mother is currently battling Alzheimer Disease. She’s fluent in Spanish and in her spare time she loves hiking and spending time with her family.

Her position as a Senior Client Associate has provided her the opportunity to help numerous brokers connect with their clients. Candy is very passionate about assisting financial advisors from an operational perspective so that they can help clients reach their financial goals.