Monica Singhania, CFP®, CFA® Purposeful Financial

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About Monica Singhania, CFP®, CFA®, MBA

Hi, I’m Monica Singhania and I have personally experienced the value of financial planning and investing wisely. My husband and I had started a business, and just a couple of months after launching, the financial crisis of 2008 happened. Things didn’t turn up as expected and affected all aspects of our lives. It was my moment of truth. I was determined to take control of our financial life and set out to better educate myself. In the process, I earned the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. Only a handful of advisors nationwide hold both these marks.

After working for several years with fee-only planners, I launched Purposeful Financial because I believe that everyone can benefit from proper financial planning and clients should not be turned away because they do not fit a minimum assets requirement.

I currently serve on the board of the Financial Planning Association (Orange County Chapter). I live in Irvine with my husband and teenage daughter and spend my free time practicing Iyengar yoga, running or reading.

I look forward to connecting with you. You can email me at vasb@checbfrshysvanapvny.pbz or call me at 949-328-1600.

Monica Khanna Singhania CFP® CFA

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Ideal Clients

  • Baby Boomers
  • Single Women
  • Women in Transition
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly: $250/hr
  • Fixed Fee: $500-$2,000
  • Monthly: $149-$399
  • AUM: 0.20%-1%

SEC Records

States Registered

  • California