Walnut Creek, California Office

1333 N California Blvd
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Monica van Eck

Monica van Eck, CFP®, CDFA®

Financial Planner

Walnut Creek, California

  • Monica van Eck, CFP® is a financial planner in EP Wealth's Lafayette, California office.

  • Monica joined EP Wealth Advisors from Millie Capital Management LLC, where she acted as Director of Operations, managing the firm’s T.D. Ameritrade and Schwab Institutional relationships as well as SEC compliance procedures. She is a former client relationship associate at Vanguard Mutual Funds and previously worked as a tax professional for H&R Block, focusing on client personal tax advice.

  • Monica holds a Bachelor of Science degree in Administration with a concentration in Financial Planning from California State University, San Bernadino. She also received her CERTIFIED FINANCIAL PLANNER certification from Bryant University in Rhode Island.

  • Monica is married and lives with her husband in Danville, California.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Learn the essential steps to set up a...

Learn the steps to setting up a 401(k)...