Mona Santos Ojeda is proud to announce that she has now been a financial planner for 14 years. In addition to her work with her current place of employment and with her very own personal clients, Mona Santos Ojeda is also a registered principal.

According to Mona Santos Ojeda, she became involved with the field of financial planning because she wanted first and foremost to help people with their own life goals and plans. Additionally, Mona Santos Ojeda believes that as a financial planner, she has the ability to help people and even businesses enjoy the highest possible probability of success with their financial goals.

Mona Santos Ojeda has celebrated a number of years of great success as a financial planner as well. She has been the recipient of a number of awards and has been recognized nationally. For example, she was even named one of On Wall Street Magazine’s 100 leading branch managers in the entire country during the year 2007.

Recently, however, Mona Santos Ojeda has been very intentional about focusing on her own personal goals. After the birth of her first son, now aged two years old, Mona Santos Ojeda stepped down from her compliance and management position. She had then spent 7 years servicing clients in the New York City area, including the Greater Hudson Valley.

“It has been very rewarding to return after my brief period away,” says Mona Santos Ojeda. “I now work mostly with my own personal clients, and I am also working on expanding my business practice. But I also make sure I keep my life well balanced so that I have plenty of freedom when it comes to raising my son.”

Mona Santos Ojeda is currently a Registered Principal and Advisor in Hainesport, New Jersey, a position that she took on also after the birth of her first son.
Outside of her work as a financial planner, Mona Santos Ojeda enjoys running recreationally as well as being involved in her local community theater. She feels her musical pursuits are an especially important part of rounding out the balance between work and life.