Monica van Eck, CFP® is a financial planner in EP's Lafayette, California, office. Monica comes to 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 received her CERTIFIED FINANCIAL PLANNER™ certification from Bryant University in Rhode Island. She holds a Bachelor of Science degree in Administration with a concentration in Financial Planning from California State University, San Bernadino. She is married and lives with her husband in Danville, California.
California State University, San Bernadino, BA, Administration, Financial Planning concentration