Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Mejia is a Certified Financial Planner™ professional affiliated with Root Financial Partners. Monica works with individuals and families, helping them develop and execute a financial plan that meets their unique needs and goals. Monica is passionate about helping her clients achieve financial security and peace of mind. In addition to her work as a financial advisor, Monica is also a Health and Wellness Coach, helping individuals discover which foods, activities, and lifestyle changes are right for their unique minds and bodies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/22/2025 - Present
Root Financial Partners (ENCINITAS CA)
Active
Inactive
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