Monica Braun-Hendy is a Private Client Advisor, assisting clients in the implementation of comprehensive financial strategies including retirement, asset protection, estate and legacy planning.
Monica has been helping families make good decisions since 1997, when she joined the financial services industry shorty after graduating from law school and passing the bar exam. Monica started with Prudential Securities and then American Express Financial Advisors as a financial advisor and manager with a focus on financial and estate planning. With her emphasis in estate planning she transitioned to the investment and insurance division of banking as a Vice President and Regional Specialist helping clients with asset protection and legacy strategies at Citibank, Chase and Union Bank. She also maintains an estate planning practice.
Monica is a Southern California native from Orange County. She earned her a Juris Doctor degree from Whittier Law School, a Bachelor of Science in Business Administration from University of Phoenix and Associate of Arts in Interior Design from FIDM, the Fashion Institute of Design and Merchandising in Los Angeles. Prior to attending law school, Monica spent ten years with Marriott International as a food and beverage manager at hotels in Newport Beach, Chicago and Los Angeles.
Monica resides in Long Beach with her husband and two children. She is active in her community at her children’s school, church, local charitable organizations and events. Her free time she spends entertaining and cooking; always experimenting with a variety of cuisines and new recipes. She grows her own fresh herbs and during the summer you will find her tending her organic vegetable garden.