Three years ago, Juan Ramos became a part of the team! Since then, his support, commitment, and hard work have made a difference every day. Congratulations! Learn more about Juan here: https://lnkd.in/gsiNQ_qK #WorkAnniversary #TeamUpdates #MeetTheTeam
关于我们
Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our clientele. Our firm helps wealthy families make smart decisions with their money, while educating them on how wealth should serve, rather than complicate, life. Clients feel at ease, knowing that integrity drives all our work. We expertly guide them through various financial planning phases, including investing, mitigating taxes, taking care of heirs, protecting assets, and magnifying charitable gifts. Our innovative, committed team is eager to take the burden of financial planning off our clients’ shoulders—so they can stop worrying about money, and instead spend time on what fulfills them. Although our practice began in the beautiful city of Santa Barbara, we have grown to serve clientele worldwide and have added office locations in Santa Maria and Pasadena, California.
- 网站
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https://mwsus.com
Monarch Wealth Strategies的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Santa Barbara，California
- 类型
- 私人持股
- 创立
- 2008
- 领域
- We help wealthy families make smart decisions with their money.
地点
Monarch Wealth Strategies员工
动态
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This International Women’s Day, we’re thankful for the strong, brilliant women on our team and in our lives who help drive our success today and every day. Let’s shine a light on the countless contributions of women — to those seen and those working quietly behind the scenes, as well as those with stories still waiting to be told. #InternationalWomensDay
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We wouldn’t be Monarch without our amazing team! Their unique talents, skills, and positivity make each day special. We’re so grateful for their dedication to our mission and clients’ success. If you appreciate them as much as we do, send them cheers in the comments! ?? #EmployeeAppreciationDay #ThankYouEmployees
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We're #hiring a new Wealth Advisor Associate in Santa Maria, California. Apply today or share this post with your network.
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This time last year, Che Lee joined Monarch and has helped elevate our firm in countless ways! We’re thankful for an amazing first year sharing your leadership, dedication, and expertise. Learn more about Che here: https://lnkd.in/gsiNQ_qK #WorkAnniversary #TeamUpdates #MeetTheTeam
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We celebrate one year with Lillian Montepeque Perez! We appreciate your dedication and attention to detail in making our work smoother and creating an excellent client experience. Congratulations! Learn more about Lillian here: https://lnkd.in/gsiNQ_qK #WorkAnniversary #TeamUpdates #MeetTheTeam
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It’s been a year since Louisa Ho joined Monarch, and we’re so grateful for the hard work and positivity she brings to our team and clients every day. We’re so lucky to have you; we hope you enjoy your day! Learn more about Louisa here: https://lnkd.in/gsiNQ_qK #WorkAnniversary #TeamUpdates #MeetTheTeam
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What should you do when interest rates change — up or down? From credit card debt to investing, explore the potential benefits and drawbacks to consider before you make major moves to your wealth management strategy. https://lnkd.in/g5pYps6Y #InterestRates #WealthManagement #WealthAdvisor #MarketUpdates #FinancialPlanning
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We're #hiring a new Wealth Advisor Associate in Santa Maria, California. Apply today or share this post with your network.
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Are you (or someone you know) looking to join an incredible team of professionals? This role will work directly with me and a few others in the Santa Barbara office. You don't have to have direct financial experience or background, I can teach you what you need to know - what you do need is a can-do attitude and a client-first approach to what you do every day! Apply now (or share with a friend)!!
We're #hiring a new Client Service Administrator in Santa Barbara, California. Apply today or share this post with your network.