Manuel Monasterio, CPWA, CEPA, AAMS - UBS Financial Services Inc.

Services Offered

• Financial planning
• Investment management
• Wealth management
• Retirement planning

About

Manuel Monasterio is a financial advisor based in Santa Fe, New Mexico, affiliated with UBS Financial Services. He provides a range of financial planning and investment management services tailored to meet the needs of individuals and families. With certifications including CPWA, CEPA, and AAMS, Manuel specializes in wealth management and retirement planning strategies. His practice is dedicated to helping clients achieve their financial goals through personalized guidance and comprehensive planning.

Reviews

Location

Business Information