Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Yoshino Jennings is a Certified Financial Planner® with over 20 years of experience in the financial services industry. Monica is a registered Investment Advisor Representative with Jennings Financial Planning, Inc. and has been with the firm since 2004. Monica offers financial planning, portfolio management, and selection of other advisors for individuals, families, and businesses. Jennings Financial Planning, Inc. has offices in Honolulu, HI.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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HI
04/06/2004 - Present
Jennings Financial Planning, Inc. (HONOLULU HI)
IA
Issued 10/13/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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