Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
4340 Von Karman Avenue,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a practice for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Director of Client Services
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..
Wealth Advisor, President
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....