Monica Chandra, CFP®

Monica is the Founder and CEO of MSC Wealth Management.

Over 27 years in the Financial Service Industry has given Monica the opportunity to build many strong relationships with her clients.  As a Wealth Advisor, Monica takes a planning-based approach with an emphasis on educating her clientele. Through teaching, she is able to provide clients with a real understanding of investments, investment structure, fees, and risks. She implements and manages investment portfolios that are consistent with a client’s investment goals, objectives, and ideas. To compliment her holistic approach to wealth management, Monica is responsible for creating customized financial plans, portfolio analysis, succession planning, life insurance, and long-term care.

Monica earned her Bachelor’s Degree from California State University Long Beach. Monica is a Certified Financial Planner™ and attained her CFP® credentials from the University of California, Irvine. She holds her 7, 63, and 66 registrations through Osaic Institutions and Insurance License registrations. Financially independent since the age of 18, Monica learned successful financial principles early in life. She soon realized she loved guiding others in the right direction financially, sharing her fiscal savvy and unique perspective.

Born in India and raised in Los Angeles, she began her financial career in 1997 as an advisor at Home Savings of America/Washington Mutual. In 2005, she joined Orange County’s Credit Union Retirement and Investment Services. Prior to joining Infinex Financial Group Monica was an advisor for Schools First Credit Union Trust and Investment Services. Monica is married with two children and is passionate surrounding children’s charities that support foster children. In her free time, she reads, enjoys music, and likes to travel.

Securities Registered in the following states: Arizona, California, Hawaii, Idaho, Michigan, Nevada, New York, Oklahoma, Tennessee, Texas, and Utah

CA Insurance LIC. # 0C61519

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and MSC Wealth Management are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.