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Monica Osborne
Financial Advisor at Jones & Roth Financial Advisors, Llc
Certified financial expert with expertise in wealth management and estate planning.
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Location
Eugene, Oregon, United States, US
Languages
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Spanish -
Skills
- Financial Planning
- Retirement Planning
- Cpa
- Tax
- Estate Planning
- Show all
Bio
Generated by
Topline AI
Monica Osborne is a certified financial expert with a strong background in wealth management, estate planning, and tax. She holds a degree from the University of Washington and is certified in various fields including CPA, CKA, and RICP. With experience in financial planning, small business, and investment advisory, Monica provides comprehensive services to individuals and families in Eugene, Oregon.
Credentials
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Certified Wealth Confidant
Wealth ConfidantMar, 2021- Jun, 2026 -
Retirement Income Certified Professional (RICP)
The American College of Financial ServicesFeb, 2020- Jun, 2026 -
Certified Kingdom Advisor (CKA)
Kingdom AdvisorsJun, 2015- Jun, 2026 -
Personal Financial Specialist (PFS™) Credential (issued by the AICPA)
AICPAJun, 2012- Jun, 2026 -
Certified Public Accountant (CPA)
AICPANov, 1983- Jun, 2026
Experience
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Financial Advisor
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Education
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1978 - 1982University of Washington
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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