Monique Jaramillo IDAMonique Jaramillo IDA

Monique Jaramillo, CFP®

Associate Wealth Advisor

Monique joined Intelligence Driven Advisers in 2022 as an Associate Wealth Adviser. Prior to joining IDA, she started her career in the financial services industry at a wealth management Firm in Coronado, CA. Through various roles within the firm, she was able to focus on serving clients, which encompassed all aspects of the clients’ financial planning needs.

She earned her MSBA in Finance and Tax Planning at San Diego State University (Go Aztecs!) and is a CERTIFIED FINANCIAL PLANNER™ professional. She also holds her series 66. Monique’s passion is in serving clients and playing a key role in the comprehensive financial planning process while building lasting relationships. To her, there is nothing more rewarding than being a witness and support to clients through their challenges and triumphs, while providing True Financial Peace of Mind.

To continue her passion for helping others, she participates in house builds internationally with a San Diego based charity. Beyond the world of finance, Monique LOVES to travel and spend time with her family and friends.