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Our financial advice team


Monika Reyes

Monika Reyes

CFP®, CFS®, APMA®, ChFC®

Private Wealth Advisor

WGG Wealth Partners
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Family Finances
  • Saving for Education
  • Investments
  • Domestic Partner Planning
  • Charitable Giving

Interests

  • My passion is traveling- I visited 5 countries in 14 days!
  • I enjoy cooking and sharing recipes with other at-home chefs
  • I love the outdoors, especially hiking and camping

Awards & recognition

  • Five Star Wealth Manager, 2020

Qualifications

  • Certified Fund Specialist, CFS
  • FINRA Series 7, Series 63, Series 66
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS Business Administration, 2002 Sonoma State University, Rohnert Park, CA

Professional associations

  • Financial Planning Association

Community participation

  • Keaton Raphael Memorial Supporter
  • Muscular Dystrophy Association
  • Rotary Club of Folsom
  • South Placer Estate Planning Council
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive