Monica Zalog

Wealth Manager Assistant

Monica’s goal is to help educate people of various backgrounds better understand their financial situation and what steps they can take to improve their future. She believes that forming strong client relationships and understanding individuals’ lives and goals is pivotal to meaningful financial planning. She’s inspired to help educate individuals to pursue their financial goals, especially those who feel excluded from this industry because of their income or identity. She believes everyone is capable of learning and creating a better future for themselves and their community. 

Monica utilizes her past experience in starting a small business, cybersecurity and Human Resources which enables her to understand the financial demands in running a business, safeguarding your resources in the digital landscape and communicating effectively with clients about their goals. 

Monica is from the Bay Area and graduated with a History degree from the University of California Santa Cruz. In her free time she enjoys spending time with her cat, doing crafts, books, birds and enjoying the beautiful parks in Seattle.

Phone 2066029000