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
- Member Society of Financial Service Professionals
- Series 6, 63 and Series 65 registered.
- Brigham Young University, Provo, Utah, Bachelor of Arts, International Relations
Check the background of this investment professional on FINRA’s BrokerCheck. Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities 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.
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
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.
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, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. CA License #0771797
Check the background of this investment professional on FINRA's BrokerCheck
Publications and Presentations
- Non-Qualified Deferral Plans: Not Just for Large Companies
- Non-Qualified Deferral Plans: Not Just for Large Companies (Nov. 30, 2017)
- Fulcrum Partners Expands, Adding Managing Director Monte Harrick (July 12, 2017)
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.