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Monica Le

Monica Le

Client Relationship Manager

Monica has fourteen years of experience working closely with older adults and their families as they planned to transition and live successfully in a senior living community. She received her bachelor’s degree in social work in 2016 from the University of Washington.

As Monica worked closely with seniors and their families, she was able to observe the importance of comprehensive financial planning. As Client Relationship Manager, she looks forward to identifying individuals and families in need of financial planning to help them achieve their goals now and into the future.

Monica has a true passion for giving back to the community where she lives and works. She is known as a trusted resource in her network. In addition to her work in her community, she enjoys hiking, traveling, and being the ultimate hostess.