A New Look for a New Era
At Monterey Financial Services, growth is more than just business— it’s a mindset. In 2024, we embarked on a transformation, one that is not just cosmetic, but reflects who we are and what we believe. With help from a talented team of designers, contractors, and carpenters, we carved out the new era of Monterey in our headquarters.
Inspired by the vibrant culture of San Diego, the place Monterey calls home, we wanted our space to echo the elements that make this city so inspiring: surf, sun, and an energetic lifestyle. The renovation went far beyond replacing old carpet or outdated paint colors; for us, it marked a deeper evolution. A symbol of how we’re constantly progressing, improving, and aligning our space with the values that drive us forward.
One of the cornerstones of Monterey Financial is our commitment to health and well-being — not just financial health for our clients, but physical and mental wellness for our employees. As part of our renovation, we introduced a fully-equipped on-site gym, making fitness more accessible and integrated into the daily routine of our team members. From cardio machines to free weights, the gym was designed with everyone in mind, providing a space for employees to decompress, recharge, and feel their best.
Aside from making our space look good, we wanted to make sure our workspace made employees feel good, too. Our team is connected and we wanted that to make sure the design fostered a stronger sense of community and collaboration for our team. The newly reimagined breakroom is now a multifunctional lounge area where coworkers can connect, unwind, and share a game outside of work tasks.
Whether it’s a quick match of shuffleboard, a little friendly competition on Xbox, or a quiet moment with a snack from our mini convenience stand, there’s something for everyone. Board and card games are also available, creating more opportunities for light-hearted interactions and bonding across teams. We believe these opportunities for bright moments at work help build a culture rooted in camaraderie and connection. Our primary goal within the redesign and in general is creating the kind of environment where people actually want to be.
At the end of the day, our building is more than just a place where work gets done. It’s the home base for our team — the people who make Monterey Financial thrive. That’s why this renovation wasn’t just an investment in modernizing; it was an investment in our people. By creating a bright, modern workspace that echoes our community, we are able to showcase how much we value our employees, and want them to succeed not just professionally, but personally.
At the end of the day, this redesign harkens to the new era of Monterey: forward-thinking, people-first, and always evolving. We’re proud of how far we’ve come, and even more excited for what’s ahead.