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4340 Von Karman Avenue,
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Jane An - Wealth Advisor, Managing Partner
Jane An is the President 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... Click to read more
Daniela Aljawad, Director of Client Services
Daniela Aljawad has worked at many of the top firms in the financial field such as MetLife and MassMutual. Daniela specializes in working with retirees and has a clear understanding of their unique needs. She loves working with clients... Click to read more