Our Team

Jane An

Wealth Advisor, President

(949) 245-6175

jane.an@monolithegroup.com

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....

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Daniela Aljawad

Director of Client Services

(949) 245-6175

daniela.aljawad@monolithegroup.com

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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