Monte Harrick

Managing Director
213.330.4940
626.437.2896

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Monte Harrick, Managing Director Fulcrum Partners
Los Angeles, CA

Managing Director Monte Harrick specializes in working with large organizations, helping them develop executive benefit strategies to attract and retain top talent. He provides creative, personalized analysis and consultation on the design, funding, and administration of leading nonqualified benefit plans and welfare benefit plans. His areas of expertise include but are not limited to: consulting on nonqualified benefit plans; designing funding vehicles to finance benefit liabilities; reviewing and recommending security devices to protect executive benefits; and coordinating the placement of administration teams to handle client nonqualified plans.

Even before he joined the distinguished team at Fulcrum Partners, Monte had an extensive history in executive benefit consulting in the Los Angeles area, having spent nine years with another firm. Prior to that, he was a Senior Vice President at Clark Consulting (1999 – 2008) and at Compensation Resource Group, CRG (1993 – 1999).

Education and Experience

Check the background of this investment professional on FINRA’s BrokerCheck.
Monte Harrick is affiliated with Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.


Monte Harrick, Fulcrum Partners // a Servant Leader in Los Angeles Youth Programs

With a passion for sports inspired by his dad, NCAA Men’s Basketball Championship Coach, Jim Harrick, (UCLA 1995), Monte has devoted countless volunteer hours to youth sports programs in the Greater Los Angeles area.




Board Member, San Gabriel Valley Council of the Boy Scouts of America (now part of the Greater Los Angeles Area Council GLAAC) (1998 to 2011). Founded in 1915, the Greater Los Angeles Area Council imparts its purpose and values to millions of youth. The Scouting program facilitates meaningful contact and communication between youth, parents, and other community organizations (partners) to help young people adopt strong values and life skills.



Past Chair of Boy Scouts of American Celebrity Sports’ Breakfast, featuring Heisman Trophy winners, former Olympians, and other sports celebrities to raise money for youth organizations


Past Commissioner of La Canada Spartan Basketball League, 2013-2017 La Cañada Sports Association was started in 1999 with the purpose of providing the City of La Cañada (Los Angeles, California) and the surrounding communities a quality basketball league for youth currently enrolled in grades 3 through 8.



Committed to helping teens and young adults, Monte has, for more than 15 years. planned and supervised annual week-long youth trips for 120-plus teenagers and organized youth workshops and activities geared to  build and enhance self-esteem and self-confidence.

More places to find news about Fulcrum Partners Los Angeles and Fulcrum Partners nationwide

You can download photos for the Fulcrum Partners team and more information about Fulcrum Partners Executive Benefits Consultancy here: Authorized Image and Document Download

Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Registrations//​Licenses//​Certifications
Publications and Presentations
Expertise
Consulting with large and small corporations in helping their key employees delay the taxation on compensation for as long as possible. Accomplishing this objective by assisting these companies in designing creative pre-tax and after-tax savings strategies that fit the culture and goals of the organization.