Monica Salaiz-Narvaez CFP® - Email & Phone Number

Director of Financial Planning and Analysis at Strategic Wealth Advisors

Monica Salaiz-Narvaez CFP® is based out of El Paso, Texas, United States and works at Strategic Wealth Advisors as Director of Financial Planning and Analysis.

Monica Salaiz-Narvaez CFP®'s Contact Information

Latest update

May 12, 2024

Location

El Paso, Texas, United States

Monica Salaiz-Narvaez CFP®'s Work History

Director of Financial Planning and Analysis

Strategic Wealth

Feb 2008 - Present

Founder/Partner

Strategic Wealth

Feb 2008 - Present

Member Firm

M Financial Group

Sep 2015 - Present

Registered Representative

Triad Advisors

Sep 2019 - Present

Monica Salaiz-Narvaez CFP®'s Education

Corporation for Long Term Care Certification Inc.

Certified in Long Term Care

2006 - 2015

The University of Texas at El Paso

Bachelors

1984 - 1987

College for Financial Planning

1993 - Present

Monica Salaiz-Narvaez CFP®'s Skills

Women in Transition

Retirement Planning

Wealth Management

Financial Advisory

Investment Strategies

Comprehensive Financial Planning

Monica's current employer

Strategic Wealth Advisors

Description

Website

sw-advisors.com

HQ Location

El Paso, Texas, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 9, 2024

Read about Strategic Wealth Advisors

Frequent questions about Monica Salaiz-Narvaez CFP®

What company is Monica Salaiz-Narvaez CFP® working for?

Monica Salaiz-Narvaez CFP® works for Strategic Wealth Advisors.

What is Monica Salaiz-Narvaez CFP®'s function at Strategic Wealth Advisors?

Monica Salaiz-Narvaez CFP® is Director of Financial Planning and Analysis at Strategic Wealth Advisors.

Where is Monica Salaiz-Narvaez CFP® based?

Monica Salaiz-Narvaez CFP® is based out of El Paso, Texas, United States.

Who are Monica Salaiz-Narvaez CFP®'s co-workers?

Monica Salaiz-Narvaez CFP®'s colleagues are Henry Gallardo CWS®.

Monica's co-workers

Henry Gallardo CWS®

Managing Partner and Director of Investment Management

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