KEVIN M. MONACO

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Kevin M. Monaco is a financial consultant based in Los Angeles, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Kevin employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

Reviews

Location

Business Information