Monica Szakos Cramer, Cfp®, Bfa, Cepa Email & Phone Number

As President and Senior Financial Adviser at Asset Preservation Strategies, Inc., Monica’s philosophy centers around the belief that wealth development encompasses more than financial means. She believes in empowering her devoted clientele through education, so they are equipped to make strategic and intentional wealth management choices that build a meaningful financial foundation. Serving as trusted counsel to her clients, Monica’s relationship driven approach allows for honest, supportive, and constructive conversation. This partnership approach has allowed her to effectively guide her clients along their paths to financial freedom. Monica’s greatest goal is to serve her clientele with excellence so that together, real, tangible impact can be created in her clientele’s lives. Throughout market ebbs and flows, Monica is able to draw upon her advanced training and experience in order to remove emotions and make way for effective decision making. With an innate ability to address complex situations while breaking them down into digestible components for her clients, Monica is dedicated to keeping her clients’ goals at the heart of every decision.A proud second-generation Hungarian, Monica has a profound respect for her heritage. She travels to Europe when she can. In her spare time, she enjoys working on home renovation projects with her family and spoiling her senior French bulldog, Birdie. Monica also invests time into discovering homesteading best practices and homeopathic remedies for optimal health, healing and self-sufficient living. Passionate about supporting the community and animal rights causes, Monica is an advocate and avid supporter of organizations, such as the Helen Woodward Animal Center and FACE Foundation. Additionally, she is dedicated to serving on the Estate & Trust Planning Council for Rady Children’s Hospital Foundation.Monica is a Certified Financial Planner™ (CFP®), Certified Exit Planning Advisor, Behavioral Financial Advisor and Certified Financial Fiduciary. Additionally, she has completed the Advanced Wealth Strategist Planner Program and is endowed as a full Fellow of the Southern California Institute. Monica joined the Asset Preservation Strategies, Inc., team in 2011. She holds a Bachelor of Business Administration degree from the University of San Diego with a Real Estate emphasis and a minor in Accountancy.Disclosures: https://asset-preservation.com/aps2021/wp-content/uploads/2024/08/FormADV2A_AWM_20240424-1.pdfAdditional disclosures in Publications tab.

Listed skills include Wealth Preservation Planning, Wealth Management, Investment Advisory, Retirement Planning, and 36 others.