Over 20 years in the financial service industry has given Monica the opportunity to build many strong relationships with her Members. When meeting with a new Member, she emphasizes "Investments can be found anywhere, but we're building relationships. When you work closely with advisors located at the Credit Union, you're getting excellent financial service, and retirement guidance all under one roof."
Monica is registered to sell securities and holds a California Life/Health Insurance License. She earned a bachelor's degree from California State University, Long Beach. Monica is a Certified Financial PlannerTM and attained her CFP® credentials from the University of California, Irvine.
In her spare time, Monica enjoys cooking, spending time with family and volunteering at women’s shelters. Monica also serves on the Board of Directors for the SACK Foundation (Simple Acts of Care and Kindness), which is actively involved with the Corona-Norco Unified School District.
To make an appointment with Monica, call 800.462.8328, Ext. 4116, Option 2.
Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3851664.1-1021-1023.
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