Wealth Advisor
Current
Mar 2003 - Present
AeroLeads people directory · profile
Mona Fahmy Email & Phone Number
Wealth Advisor
at
TandemGrowth Financial Advisors, LLC
1 work email found
@tandemgrowth.com
2 phones found area 770 and 319
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Roswell, Georgia, United States
Who is Mona Fahmy? Overview
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Quick answer
Mona Fahmy is listed as Wealth Advisor at TandemGrowth Financial Advisors, LLC, based in Roswell, Georgia, United States. AeroLeads shows a work email signal at tandemgrowth.com, phone signal with area code 770, 319, and a matched LinkedIn profile for Mona Fahmy.
Mona Fahmy previously worked as Sr. Financial Advisor at Tandemgrowth Financial Advisors, Llc and Market Research Consultant at Coopers & Lybrand Consulting. Mona Fahmy holds Cfp from College Of Financial Planning.
Company email context
Email format at TandemGrowth Financial Advisors, LLC
This section adds company-level context without repeating Mona Fahmy's masked contact details.
{first_initial}{last}@tandemgrowth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mona Fahmy. Compare company email patterns before reaching out.
Profile bio
About Mona Fahmy
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
Listed skills include Financial Services, Services, and Facilities.
Current workplace
Mona Fahmy's current company
Company context helps verify the profile and gives searchers a useful next step.
Tandemgrowth Financial Advisors, Llc
AeroLeads page
4 roles · 34 years
Mona Fahmy work experience
A career timeline built from the work history available for this profile.
Sr. Financial Advisor
As 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.
Market Research Consultant
1995 - 1998
~3 yrs
Global Marketing Assistant
1993 - 1995
~2 yrs
3 education records
Mona Fahmy education
Cfp
College Of Financial Planning
Mba, Business Administration
B.S., International Business
FAQ
Frequently asked questions about Mona Fahmy
Quick answers generated from the profile data available on this page.
What company does Mona Fahmy work for?
Mona Fahmy works for TandemGrowth Financial Advisors, LLC.
What is Mona Fahmy's role at TandemGrowth Financial Advisors, LLC?
Mona Fahmy is listed as Wealth Advisor at TandemGrowth Financial Advisors, LLC.
What is Mona Fahmy's email address?
AeroLeads has found 1 work email signal at @tandemgrowth.com for Mona Fahmy at TandemGrowth Financial Advisors, LLC.
What is Mona Fahmy's phone number?
AeroLeads has found 2 phone signal(s) with area code 770, 319 for Mona Fahmy at TandemGrowth Financial Advisors, LLC.
Where is Mona Fahmy based?
Mona Fahmy is based in Roswell, Georgia, United States while working with TandemGrowth Financial Advisors, LLC.
What companies has Mona Fahmy worked for?
Mona Fahmy has worked for Tandemgrowth Financial Advisors, Llc, Coopers & Lybrand Consulting, and Citibank (Banamex Usa).
How can I contact Mona Fahmy?
You can use AeroLeads to view verified contact signals for Mona Fahmy at TandemGrowth Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mona Fahmy attend?
Mona Fahmy holds Cfp from College Of Financial Planning.
What skills is Mona Fahmy known for?
Mona Fahmy is listed with skills including Financial Services, Services, and Facilities.
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