Associate Wealth Advisor
Before joining IDA, Monique worked in a support role with high-net-worth clients for a boutique wealth management firm in Coronado. She quickly transitioned from Director of First Impressions to a Client Service and Financial Planning Assistant role for the Lead Advisor. Her passion to help people has contributed to her desire to continuously learn at every opportunity.
Monique graduated from Cal State San Marcos with a B.A. in Psychology. She holds a series 66 and is currently working towards an MSBA in Finance and Tax Planning at San Diego State University. When she has a little spare time, she loves dancing and working out, new adventures, and traveling with her partner.
“Life’s a party. Rock your body.” – Marcel the Shell