Monica Szakos Cramer | Financial Advisor
Monica specializes in financial planning and empowerment. She works collaboratively with her clients, their advisors, and the principals of Asset Preservation Strategies, Inc. She believes that an effective client – financial advisor relationship is a partnership and requires open and honest communication on both sides. Monica is passionate about helping clients achieve freedom from worrying about money and investments.
Monica holds a Bachelor of Business Administration degree with a Real Estate emphasis and a minor in Accountancy from the University of San Diego (USD). Her expertise in the statistical analysis of variance coupled by technical and fundamental investment analysis allows her to take the emotion out of investing and focus on managing through the markets. In 2011, she joined the Asset Preservation Strategies, Inc. team. Monica is actively involved with the Asset Preservation Strategies, Inc. Advisory Board and leads the firm's Investment Policy Committee. Monica is a professionally trained presenter and conducts numerous seminars and workshops each year. She strives to bring insight and clarity to complex concepts and issues in a meaningful way.
In addition to seminars and workshops, Monica created her own personal finance blog www.monicasmoneymatters.com to educate and empower people about their finances. She also serves as an experienced resource for the media and receives media inquiries regularly.
