Monte Harrick of Fulcrum Partners, a OneDigital Company

Monte Harrick

Senior Vice President – Retirement

7705 Irvine Center Drive Suite 500
Irvine, California 92618

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Before joining Fulcrum Partners LLC, Senior Vice President, Retirement Monte Harrick was affiliated with a Los Angeles-based executive benefit advisory for more than nine years. As a Managing Director, he specialized in working with large corporations in attracting and retaining top talent, specifically as related to executive benefits. His responsibilities included analyzing and consulting with corporations on the design, funding, and administration of leading nonqualified benefit plans and welfare benefit plans.

With a solid history in executive benefit consulting, Monte has been a Senior Vice President at Clark Consulting (1999 – 2008) and previously at Compensation Resource Group, CRG (1993 – 1999). His areas of focus have included: 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.

Committed to helping young people, Monte has spent 15 years planning and supervising annual week-long youth trips for over 120 teenagers, setting up youth workshops and activities geared to building self-esteem and self-confidence. With a passion for sports first fostered 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.

  • Member Society of Financial Service Professionals
  • Former 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)
  • 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

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.

Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. CA License #0771797