Paraplanner, Tax Preaprer
Current
Feb 2022 - Present
AeroLeads people directory · profile
Monique Xu Email & Phone Number
Financial Planner, Tax Advisor
at
New Wave Financial Services
1 work email found
@newwavefs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner, Tax Advisor
Location
Flagstaff, Arizona, United States
Company size
Who is Monique Xu? Overview
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Quick answer
Monique Xu is listed as Financial Planner, Tax Advisor at New Wave Financial Services, a company with 2 employees, based in Flagstaff, Arizona, United States. AeroLeads shows a work email signal at newwavefs.com and a matched LinkedIn profile for Monique Xu.
Monique Xu previously worked as Paraplanner, Tax Preaprer at New Wave Financial Services and Financial Planning Assistant at Montebello Avenue. Monique Xu holds Master'S Degree, Personal Financial Planning from Kansas State University.
Company email context
Email format at New Wave Financial Services
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{first}@newwavefs.com
89% confidence
AeroLeads found 1 current-domain work email signal for Monique Xu. Compare company email patterns before reaching out.
Profile bio
About Monique Xu
- Virtual paraplanner- CFP® Candidate- Enrolled Agent- Highly-organized, process-driven, detail-oriented, and self-motivated.
Listed skills include International Education, Teaching, Microsoft Office, Research, and 7 others.
Current workplace
Monique Xu's current company
Company context helps verify the profile and gives searchers a useful next step.
New Wave Financial Services
5 roles
Monique Xu work experience
A career timeline built from the work history available for this profile.
Financial Planning Assistant
CurrentClient Service: - Client onboarding- Data entry- Client Meetings- Custodians- BillingOperations: - Client database management- Client relationship follow-up- Process creation and management- File organizationFinancial Planning: - Financial Plans- Financial Reports- Tax Planning
Mar 2020 - Present
Tax Preparer
- Worked directly with clients on tax preparations and tax problems.- Completed over 150 tax returns.- Gained great experience in customer service.
Jan 2020 - Mar 2020
Tax Preparer
- Virtually prepared over 300 tax returns in one tax season.- Prepared income returns including W2, 1099R, 1099Misc, Schedule C, Schedule F.- Gained experience with business returns, and tax credits such as EITC.
Jan 2019 - Apr 2019
Mandarin Teacher
Basis Schools
Jan 2015 - Nov 2018
2 education records
Monique Xu education
Master'S Degree, Personal Financial Planning
Bachelor Of Arts (Ba), Business English
FAQ
Frequently asked questions about Monique Xu
Quick answers generated from the profile data available on this page.
What company does Monique Xu work for?
Monique Xu works for New Wave Financial Services.
What is Monique Xu's role at New Wave Financial Services?
Monique Xu is listed as Financial Planner, Tax Advisor at New Wave Financial Services.
What is Monique Xu's email address?
AeroLeads has found 1 work email signal at @newwavefs.com for Monique Xu at New Wave Financial Services.
Where is Monique Xu based?
Monique Xu is based in Flagstaff, Arizona, United States while working with New Wave Financial Services.
What companies has Monique Xu worked for?
Monique Xu has worked for New Wave Financial Services, Montebello Avenue, Liberty Tax, United Way, and Basis Schools.
Who are Monique Xu's colleagues at New Wave Financial Services?
Monique Xu's colleagues at New Wave Financial Services include Broker Box _Tumi_Business Development Consultant and Greg Meyer, Cpa, Cfp®.
How can I contact Monique Xu?
You can use AeroLeads to view verified contact signals for Monique Xu at New Wave Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Monique Xu attend?
Monique Xu holds Master'S Degree, Personal Financial Planning from Kansas State University.
What skills is Monique Xu known for?
Monique Xu is listed with skills including International Education, Teaching, Microsoft Office, Research, Training, Microsoft Word, Curriculum Development, and Teacher Training.
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