Monique L. Email & Phone Number
Member @ Financial Planning Association (FPA)
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Monique L. Location
- Carlsbad, CA, US
Monique L. Work
- Member @ (April 2024 - Present)
- Associate Wealth Adviser @ (June 2022 - January 2025)
- Financial Planning Assistant @ (January 2022 - May 2022)
- Registered Sales Associate Assistant @ (July 2021 - December 2021)
- Director of First Impressions @ (August 2019 - July 2021)
Monique L. Education
- San Diego State University
Master of Science - MSBA (Finance and Tax Planning)
2021-2023 - California State University San Marcos
Bachelor's degree (Psychology)
2013-2015 - MiraCosta College
Associate’s Degree (Psychology)
Monique L. Summary
- Monique L., based in Carlsbad, CA, US, is currently a Member at Financial Planning Association (FPA). Monique L. brings experience from previous roles at Intelligence Driven Advisers (IDA), Wealth Enhancement Group, The Gensler Group, LLC and The Gensler Group. Monique L. holds a 2021 - 2023 Master of Science - MSBA in Finance and Tax Planning @ San Diego State University. Monique L. has 2 emails and 2 mobile phone numbers on RocketReach.
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