Mallorie Montesdeoca
Associate Vice President
A Southern California native, Mallorie Montesdeoca earned her Bachelor’s degree in Communication and Music Business from the University of Southern California. Before joining Perch Wealth, she spent a decade in the entertainment industry, managing musicians and marketing live events, where she developed a strong foundation in client relations and project management.
Since joining the Perch Wealth team, Mallorie has gained comprehensive experience in alternative investments and 1031 exchange solutions, supporting clients through each step of the investment process. She leverages her extensive operational experience and client-first approach to help guide clients toward investment strategies that are informed, transparent, and tailored to their goals.
Mallorie holds FINRA Series 7 and 63 licenses.
Outside of the office, Mallorie loves spending quality time with family and friends, catching live music, and unwinding at the beach.
Perch Professionals at your service
Contact Mallorie Montesdeoca
Check the background of this Perch Wealth advisor on FINRA’s BrokerCheck.
Mallorie Montesdeoca is a Registered Representative of Realta Equities, Inc. Realta Equities, Inc. is not affiliated with Perch Wealth located at 29122 Rancho Viejo Rd Suite 111, San Juan Capistrano, CA 92675. Securities are offered through Realta Equities, Inc., Member FINRA/ SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.