Monica Singhania, CFP®, CFA® Purposeful Financial
- 200 Spectrum Center Drive Ste 300 , Irvine, CA 92618
- (949) 328-1600
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 firstname.lastname@example.org or call me at 949-328-1600.
Monica Khanna Singhania CFP® CFA
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- Baby Boomers
- Single Women
- Women in Transition
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Hourly: $250/hr
- Fixed Fee: $500-$2,000
- Monthly: $149-$399
- AUM: 0.20%-1%