Monica has been in the financial services industry since 2011. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.
Monica graduated from Montclair State University with a BS in Business and most recently, attained her CFP® through the NYU School of Professional Studies in order to further her passion for holistic planning. She currently holds her Series 7 through LPL Financial, Series 66 through Bleakley Financial Group and has her Life & Health Insurance license.
Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.