She started her career as a Wealth Advisor at American Express Financial Advisors in the early 2003. She reached success early in her career and took the route of management. In 2005, she decided her passion in the financial services industry lies with helping and having relationships with her clients and decided to go back into private practice. In 2007, she and her partners went independent to be able to provide their clients with unbiased advice and services. Monolithe Wealth Planning Group was created with a vision of Comprehensive Wealth Planning with a holistic approach and providing independent unbiased advice. Top notch client service is one of the top priorities at Monolithe Wealth Planning Group.
Jane has been recognized and awarded several different awards for being a Top Advisor and providing excellent customer service.
She was featured in Forbes in 2017 and 2010, featured in the Wall Street Journal in 2015, selected for America’s Select Financial Advisors in 2014, and featured in Kiplinger’s Personal Finance in 2014.*
In her free time, she likes to spend time with her family. Her husband is in the Tax Services and Business Consulting industry, so they complement each other very well. Her daughter plays piano, enjoys art and tennis. Her son enjoys all sports and is working towards a black belt in Tae Kwon Do. Jane is involved with YoungLives and serves in the children’s ministry at church.
Designations and Licenses:
Chartered Retirement Planning Counselor (CRPC)
General Securities Registration (Series 7)
Registered Agent and Investment Advisor (Series 66)
Life and Health Insurance Licensed (CA Insurance License No 0E12731)
Qualifying Member of the Million Dollar Roundtable – 2018**
In 2009, Jane joined the Society for Financial Awareness, a National Non-profit organization focused on increasing financial literacy and awareness as well as maintaining professional and ethical standards.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
**Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year.