Monica A Callen, CFP®
Series 7 & 66 Registrations held through LPL Financial
Monica entered the financial services industry in insurance sales. This experience awakened her interest in the world of comprehensive financial planning. Under the guidance and mentorship of Elizabeth Marks, she earned her Certified Financial Planner (CFP®) designation. With more than 15 years of skill and knowledge, Monica continues to derive a great deal of satisfaction helping clients find solutions to their financial needs.
Monica holds a Bachelor’s degree in Psychology from Seattle University. In her spare time, you will find her running the local roads and trails. She has participated in 20 marathons; many half marathons and numerous relay races and trail runs. She, and husband Bill, are proud parents to one daughter and a very spoiled Golden Retriever.
Monica is delighted to make the practice a family affair with the addition of her sister-in-law Kelly.