Reviews
Real Results. Honest Feedback.
Leandra Peters
Founder of Female in Finance
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.
Sharan Hedge
CEO & Founder of Onepercentclub, Pillowinsurance & Thepersonalcfo
Working with her has been a game-changer. She blends deep financial knowledge with practical strategies that drive results. What impressed me most was her ability to simplify complex investment strategies while delivering consistent growth.
Frank DeLuca
President of the CTO Agency
Her strategic thinking and disciplined approach to asset management make her an invaluable partner. She doesn’t just manage money—she builds confidence and long-term security for her clients.
Jaime Ojeda
President & CEO, Eldermark Software
As a CEO, I value advisors who bring clarity and foresight. She has both. Her portfolio management style is analytical, yet flexible enough to adapt to fast-changing markets.
Xuân Nguyên
Financial Advisor, Head Coach at WSB, Author
I’ve seen many advisors, but her dedication to client education and wealth-building stands out. She cares about financial literacy as much as financial growth.
Robin Bundy
WFG Financial Professional, Las Vegas, NV
She has the rare ability to turn financial uncertainty into confidence. Every client I’ve referred to her has felt more secure about their future.
Tom Mathews
WFG Financial Professional, Johns Creek, GA
Her insights are sharp, and her portfolio strategies are built on both experience and innovation. She’s someone I trust completely with financial planning.
Teresa Tang-Wong
WFG Financial Professional, Richmond Hill, ON
She goes above and beyond for clients. Her attention to detail, paired with her warm approach, makes her not only a great advisor but also a true financial partner.
John Levy
Behavioral Scientist, Social Networker, NY Times Best-Selling Author
Monica success lies in understanding both markets and people. She knows how to align human behavior with smart financial decisions, which is the foundation of lasting wealth.
Amy Gibson
CEO at C-Serve
For business leaders like me, stability is everything. Monica has given me peace of mind by structuring portfolios that grow while mitigating risks effectively.
Chris Power
Account Manager, Repair Shop Websites
She makes wealth management feel personal. Instead of jargon, she offers clear steps and guidance that anyone can follow to achieve financial freedom.
Elio Nieto
WFG Financial Professional, Los Angeles, CA
Her leadership in finance inspires others in the industry. She balances professionalism with genuine care for her clients’ financial well-being.
Arshbir Singh
WFG Financial Professional, Surrey, BC
Monica’s disciplined, driven, and deeply knowledgeable. I’ve learned a lot from her about balancing growth and protection in investment portfolios.
Ting Chiu
WFG Financial Professional, Duluth, GA
Her leadership in finance inspires others in the industry. She balances professionalism with genuine care for her clients’ financial well-being.
Daniel O’Day
Chairman & CEO, Gilead Sciences
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.
Childress Scott
WFG Financial Expert
Her passion for helping people achieve financial independence shines through in every interaction. She’s one of the most committed professionals I’ve worked with.
Arianna Power
ACIPD – Strategic People & Culture Leader
Monica understands that wealth is not just about numbers—it’s about people, families, and futures. Her holistic approach makes her advice both practical and meaningful.
Let’s Build Your Financial Future Together
With a background in branding, strategy, and personal development, I offer insight-driven consultations and portfolio design for individuals ready to make an impact.
