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Marie Casado Monsalve

Registered Representative with Transamerica Financial Advisors, Inc. at Self-employed
Intro Book
Seasoned entrepreneur and financial professional with 42 years of experience.
  • Claim this Profile
Location
Rancho Cucamonga, California, United States, US
Skills
  • Leadership
  • Entrepreneurship
  • Team Building
  • Retirement Planning
  • Coaching
  • Show all
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Bio

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Marie Casado Monsalve is a seasoned entrepreneur, financial professional, and artist with 42 years of experience in various fields, including leadership, team building, and event planning. She has worked as a Registered Representative with Transamerica Financial Advisors, Inc., an Entrepreneur, and a Certified Senior College Consultant for Heartland Institute of Financial Education. Marie holds an Associate Science degree from Citrus College and is a professional musical artist.

Experience

  • Self-employed
    • Rancho Cucamonga, California, United States
    • Registered Representative with Transamerica Financial Advisors, Inc.
      • Mar 2023 - Present
      • Rancho Cucamonga, California, United States

  • WFG - Independent Licensed Financial Professional
    • United States
    • Entrepreneur
      • Dec 2007 - Present
      • United States

      Building People, Open Distribution Outlets, Teach Financial Literacy, Financial strategies using financial products, retirement planning, college funding that are tailor made for individuals using Insurance products offered through World Financial Group Insurance Agency, LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Agency, LLC., and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively (WFG).WFG Headquarters: 6400 C Street SW, Cedar Rapids IA 52499 Phone: 770-453.9300.

  • Heartland Institute of Financial Education
    • Inland Empire
    • Certified Senior College Consultant
      • Jul 2012 - Present
      • Inland Empire

      HIFE is a non-profit, 501C3, Their goal is to provide financial education to businesses, employers & employees. In addition, The College Planning Program is focused on providing families with high school students the coaching, planning & the opportunity to acquire college funding through the program. I am a HIFE CPP (College Program Planner.) I help families get the right coaching and planning through this non profit organization.

  • Let'em Eat Cake Productions
    • Professional Musical Artist
      • 1982 - Present

      Singer/Songwriter, choreographer, actress, director, writer, producer, instructor. Musical theater, dramatic theater, live performance with my band, recording artist. Spent years performing with the USO, for our men & women who serve our nation with honor in the US Military.

Education

  • 1981 - 1984
    Citrus College
    Associate Science, Business, Marketing, Performance Arts

Suggested Services

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Industry Focus. “Financial Services”

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