Monica Whitney, CFP®
CERTIFIED FINANCIAL PLANNER™
Monica is a CERTIFIED FINANCIAL PLANNER™. She graduated from Saint Cloud State University in 2007 with a Bachelor of Science degree in Finance. She has been working with Brad at Focus Financial for 17 years.
She provides financial planning services and ongoing account management for their clients. She serves clients that are soon to be retired or recently retired. She also enjoys working with millennials to get them started working towards their long-term goals.
When Monica is not working she enjoys spending time with her daughter and fiancé. She is an avid fan of MN sports teams especially the Vikings.
GETTING TO KNOW MONICA
Favorite food: Mexican
Favorite Minnesota Destination: Lake City
Favorite Sports Team: Minnesota Vikings
Favorite Sport to Play: Volleyball
Favorite Vacation Location: Jamaica