Broker Check

Our Team

Daniela Aljawad

Director of Client Services

(949) 245-6175

[email protected]

Daniela Aljawad has been in the financial services industry for 10 years and has worked at many of the top firms in the financial field such as MetLife and MassMutual. She focuses on working with retirees and has a clear understanding...

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Jane An

Wealth Advisor, Managing Partner

(949) 245-6175

[email protected]

Jane An is the Managing Partner of Monolithe Wealth Planning Group. Her experience lies in executing financial strategies which may otherwise be difficult to navigate, as well as maintaining necessary ongoing adjustments to strategy as...
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