Meet Monica

Monica is a Director of Operations and Partner for Cascade Financial Partners. With over 20 years of experience in wealth management, she has the resources and capabilities to provide clients with a full spectrum of operational services. Her primary objective is to provide all clients with exceptional service.

A native of Hong Kong and long-time San Diego resident, Monica graduated with a BA from University of California, San Diego. In her spare time, she enjoys college sports, travelling with her family, and watching her sons play soccer competitively.