Monica Salaiz-Narvaez Email & Phone Number

Director of Financial Planning and Analysis @ Strategic Wealth

5 free lookup(s).

Monica Salaiz-Narvaez Location

El Paso, TX, US

Monica Salaiz-Narvaez Work

2024 - now Financial Advisor @ Osaic
2008 - now Director of Financial Planning and Analysis @ Strategic Wealth
View Department
2008 - now Founder and Partner @ Strategic Wealth

2015 - now Member Firm @ M Financial Group
1987 - 2008 Partner and Financial Advisor @ G.P. Graham Capital Management

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Monica Salaiz-Narvaez Education

Corporation for Long Term Care Certification Inc.
Certified in Long Term Care
2006 - 2015
The University of Texas at El Paso
Bachelors (Business Administration)
1984 - 1987
College for Financial Planning
(CERTIFIED FINANCIAL PLANNER)
1993

Monica Salaiz-Narvaez Skills

Women in Transition
Retirement Planning
Wealth Management

Financial Advisory
Investment Strategies
Comprehensive Financial Planning
Asset Allocation
Insurance Planning
Long-term Care
Management

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Monica Salaiz-Narvaez Summary

Monica Salaiz-Narvaez, based in El Paso, TX, US, is currently a Director of Financial Planning and Analysis at Strategic Wealth Advisors. Monica Salaiz-Narvaez brings experience from previous roles at Osaic, Strategic Wealth Advisors, M Financial Group and G.P. Graham Capital Management. Monica Salaiz-Narvaez holds a 2006 - 2015 Certified in Long Term Care @ Corporation for Long Term Care Certification Inc.. With a robust skill set that includes Women in Transition, Retirement Planning, Wealth Management, Financial Advisory, Investment Strategies and more. Monica Salaiz-Narvaez has 3 emails and 1 mobile phone numbers on RocketReach.

Monica Salaiz-Narvaez Emails

Found 3 emails

Monica Salaiz-Narvaez Phone Numbers

Found 3 phone numbers

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