Broker Check
 Eddy Montalvo, ChFC®

Eddy Montalvo, ChFC®

Serving Orlando Area, Oviedo, Titusville, Melbourne and Sanford Area Branches

Eddy, a native Floridian, enlisted in the US Coast Guard Reserve after high school, at 17, and was then stationed where he was born and raised, Miami Beach. His role included search and rescue operations as well as law enforcement. He received his honorable military discharge in 2005, after 14 years. 

Besides his military experience, most of his career has been in financial services. His experience include: Loan Officer, Tax Preparer, Insurance Agent, and now Financial Advisor. He started in the investments industry in 2014. Before joining VyStar Investment Services, he was a Retirement Specialist at Fidelity Investments and USAA Investments. Prior to VyStar Investment Services, he was a Financial Advisor that simultaneously serviced MidFlorida and Insight Credit Unions.

Eddy is a fiduciary that is committed to providing comprehensive financial planning, with integrity, hard work, trust, and dedication to credit union members, their families, and friends. When Eddy is not serving Credit Union members, he loves to spend time boating and traveling with his wife and three children. His favorite travel destinations include the US Virgin Islands, Puerto Rico, and Cuba.

Eddy’s qualifications include: 

  • Chartered Financial Consultant® (ChFC®)
  • Series 7, 63 and 66 Securities Licenses held with LPL Financial 
  • Licensed Insurance Agent Florida 2-15
  • Bachelor’s Degree in Personal Financial Planning, from Utah Valley University 


Serving Orlando Area, Oviedo, Titusville, Melbourne and Sanford Area Branches