Mona Fahmy Email and Phone Number
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Mona Fahmy personal email
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Mona Fahmy is a senior financial advisor and portfolio manager for TandemGrowth Financial Advisors, LLC. Mona started working with Jeff Bernier, TandemGrowth's president, in 1998 when he hired her to oversee client service requests. When Jeff formed TandemGrowth in 2003, Mona made the move with him. Since then, she has advanced her career and expanded her knowledge by serving in a range of financial planning and investment advisory functions. A member of the Financial Planning Association (FPA), she is a Certified Fund Specialist (CFS) and has earned the Accredited Investment Fiduciary (AIF®) designation. She is currently enrolled in the College of Financial Planning’s Certified Financial Planner program.Specialties: Financial Planning, Portfolio Management
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Wealth AdvisorTandemgrowth Financial Advisors, Llc Mar 2003 - Present
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Sr. Financial AdvisorTandemgrowth Financial Advisors, Llc 2003 - PresentAlpharetta, GaAs TandemGrowth's Sr. Financial Advisor, Mona works with clients to clarify their values and define their financial goals. She then coaches them in aligning their actions and resources with their goals. She also assists with developing the investment strategy for the firm, as well as researching investment managers and asset classes. She manages investment operations and oversees client performance reporting, billing, trading, and investment strategy changes.
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Market Research ConsultantCoopers & Lybrand Consulting 1995 - 1998 -
Global Marketing AssistantCitibank (Banamex Usa) 1993 - 1995
Mona Fahmy Skills
Mona Fahmy Education Details
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College Of Financial PlanningCfp -
Business Administration -
International Business
Frequently Asked Questions about Mona Fahmy
What company does Mona Fahmy work for?
Mona Fahmy works for Tandemgrowth Financial Advisors, Llc
What is Mona Fahmy's role at the current company?
Mona Fahmy's current role is Wealth Advisor at TandemGrowth Financial Advisors, LLC.
What is Mona Fahmy's email address?
Mona Fahmy's email address is mf****@****wth.com
What is Mona Fahmy's direct phone number?
Mona Fahmy's direct phone number is +177064*****
What schools did Mona Fahmy attend?
Mona Fahmy attended College Of Financial Planning, The American University In Cairo, The University Of Georgia.
What skills is Mona Fahmy known for?
Mona Fahmy has skills like Financial Services, Services, Facilities.
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