As President of Asset Preservation Strategies, Monica Szakos believes wealth planning extends far beyond finances. With a focus on empowering clients through education and intentional decision-making, she helps individuals and families navigate the evolving complexities of wealth and life transitions.
Monica has built a reputation for poise and clarity, especially during times of market volatility. Her ability to break down complex scenarios into actionable steps allows clients to move forward with confidence. She leads with empathy and precision, ensuring that client goals remain central in every planning conversation.
In addition to her advisory work, Monica oversees the firm’s investment research, team development, and operational strategy. She also plays a key role in connecting with new clientele and ensuring that the firm maintains its reputation for excellence in wealth stewardship.
A proud second-generation Hungarian, Monica has a deep appreciation for her heritage and travels to Europe when she can. She also enjoys working on home renovation projects with her family and caring for her French bulldog, Birdie. Monica explores homesteading and homeopathic practices as part of a holistic approach to health, healing, and self-sufficient living.
Her commitment to community is reflected in her active support of causes like the Helen Woodward Animal Center and FACE Foundation, as well as her service on the Estate & Trust Planning Council for Rady Children’s Hospital Foundation.
Monica is a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA), Behavioral Financial Advisor (BFA), and Certified Financial Fiduciary (CFF®). She is a full Fellow of the Southern California Institute, having completed its Advanced Wealth Strategist Planner Program. She holds a Bachelor of Business Administration from the University of San Diego with an emphasis in Real Estate and a minor in Accountancy.
Contact Us Today!
Let's build a strategy designed around what matters most to you.