Face of Wealth Management – Jane An, CRPC
The Face of Wealth Management
As the President of Monolithe Wealth Planning Group, Jane An’s expertise lies in executing financial strategies which may otherwise be difficult to navigate on their own. Jane is passionate about retirement planning and helping her clients achieve financial independence and freedom. Known for her holistic approach to wealth management, Jane focuses on high net worth individuals and families, with an emphasis on financial, business, tax and multi-generational estate planning.
“We have a process of getting to know our clients on a detailed level before making any recommendations or action plans. This allows for us to create customized Financial Plans to execute with educated decisions,” says Jane. “We are a fee-based firm and believe that not basing compensation on certain types of products is extremely important in the overall strategy. Our firm does not charge commissions – we believe having a transparent fee structure is key to a successful, trusting relationship.”
Jane has been recognized and awarded numerous times for her skill as a top Wealth Advisor, including features in Forbes and the Wall Street Journal*. But what she is most proud of are the results she achieves for her clients.
“I am proud of being a woman-owned financial firm that puts clients first. Women are fantastic financial advisors – we are great listeners, empathetic, accomplished business owners, and we have a unique way of looking at life. I have been very proactive in shaping our firm’s future to provide exceptional financial advice to our clients.”
CA Insurance License No 0E12731
4340 Von Karman Avenue, Suite 200, Newport Beach
Photography by Jason Wallis Photography