Mono began his career as a financial advisor in 1998 at American Express Financial Advisors. Since then, he has worked at both bank and wire-house settings. In 2009, Mono became an independent advisor and has found the right platform that will provide an objective approach towards designing customized- investment strategies for his clients.
As a Chartered Retirement Planning Counselor (CRPC), Mono has extensive experience and knowledge working with Pre-Retirees and Retirees. He believes the most important factor in successfully managing wealth and retirement is to truly understand and embrace his clients’ needs and goals.
Mono holds series 7, 63 and 65 FINRA securities licenses, registered through LPL Financial.
CA Insurance Lic# 0C49195