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Donna L Monda

Capstone Investment Group

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About Donna L Monda

Donna Monda is a Certified Financial Planner with over 30 years of experience in the financial services industry. Donna is currently registered with Capstone Investment Group and is a member of the Financial Planning Association. Donna is also a Registered Investment Advisor in both Oregon and Washington. Donna specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Donna Monda is currently registered with Capstone Investment Group. Capstone Investment Group is an investment advisor based in OLYMPIA, WA. The firm has 3 licensed agents, 4 investment adviser representatives, and 2 registered representatives. They manage approximately $152.4 million in assets for 1,178 clients, including high-net-worth individuals, corporations, and individuals. Capstone Investment Group provides financial planning and portfolio management services. They also select other advisers for their clients.
Capstone Investment Group

2405 EVERGREEN PARK DRIVE SW BLDG A

OLYMPIA, WA 98502

$152.42M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Monda’s Registration & Firm History

WA

06/20/2023 - Present

Capstone Investment Group (OLYMPIA WA)

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Licenses & Designations

IA

Issued 06/02/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donna L Monda.
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