Contact & Consultation
Let’s bring your goals into focus.
Whether you’re seeking personalized financial advice, portfolio strategy, or deeper clarity around your money goals, I’m here to help. Fill out the form and let’s take the next step—together.
Get in Touch
Monica is not just an advisor—she’s a mentor and guide. Her strategies are forward-thinking, yet grounded in tried-and-true financial principles.
Ting Chiu
She is proof that finance can be approachable, empowering, and impactful. She helps clients make informed decisions and creates financial plans that actually fit real-life goals.
Leandra Peters
She’s disciplined, driven, and deeply knowledgeable. I’ve learned a lot from her about balancing growth and protection in investment portfolios.
Arshbir Singh
Trust is everything in both business and finance. She earns that trust through results, integrity, and a client-first philosophy that makes her stand out
Daniel O’Day Chairman & CEO, Gilead Sciences