Financial Planning Consultant
Tommie Monez, CFP®, ChFC
For Tommie Monez, financial planning is the perfect blend of analytical finance and the opportunity to have a direct and beneficial effect on people’s lives. Like many investment advisors, Tommie’s initial experience involved investment sales for a brokerage firm. It didn’t take long for her to realize that the goals of the brokerage firm were often in conflict with that of her clients. With a passionate belief that the advisor should always work in the best interest of the client, Tommie moved to a firm devoted to putting clients first.
For 15 years, Tommie worked at Focus Wealth Management, which joined Buckingham Strategic Wealth in 2017. After earning bachelor’s degrees in psychology and business administration, she worked as a financial analyst for Boeing Aerospace and then earned an MBA with an emphasis in finance. Tommie holds the CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant designations. Tommie continues to study and explore investment theory and behavioral finance through various industry organizations.
Tommie contributes articles for Horsesmouth.com and MorningstarAdvisor.com. She is a member of the Financial Planning Association (FPA) and has served on the board for the FPA National Capital Area.