Chartered Financial Analyst (Investments and Securities)
1998 - 2000
CFP Board
Certified Financial Planner (Financial Planning and Services)
1996 - 1998
University of Hawaii at Manoa
BA (International Business)
1990 - 1993
Irvine Valley College
(Business/Commerce, General)
1988 - 1990
Scott Monroe's Summary
Scott Monroe, based in San Clemente, CA, US, is currently a Director of Advisory Services at Towneley Capital Management, Inc., bringing experience from previous roles at Growth Track, TD Ameritrade Institutional, Fidelity Investments and Condor Capital Management. Scott Monroe holds a 1998 - 2000 Chartered Financial Analyst in Investments and Securities @ CFA Institute. Scott Monroe has 1 email and 1 mobile phone number on RocketReach.