With more than 25-year experience in financial services, Monica has extensive experience across Personal & Corporate Banking and Wealth Management Services. Skilled in developing holistic and customised solutions on all aspects of financial planning, Monica has a desire helping clients and their families to be well protected and to achieve multi-generational financial independence.
Prior to joining Oreana, Monica’s most recent role was Wealth Management Director at C.E. Securities and Wealth Management Limited where she provided bespoke financial advice to SMEs, high net worth individual and their families. In this role, Monica was the Chief Executive of The Hong Kong Conference of Insurance Brokers and Responsible Officer of Mandatory Provident Fund Schemes Authority.
Monica is a Certified Financial Planner CFP®; the highest level of financial planning qualification worldwide, and the Service Ambassador of Institute of Financial Planners of Hong Kong. Monica holds a Bachelor of Business Administration in Finance and Economics from the University of Iowa, USA.
Monica is Oreana Private Wealth’s Responsible Officer of Mandatory Provident Fund Schemes Authority and accredited with the Securities and Futures Commission and Professional Insurance Brokers Association in Hong Kong.
Monica has received various industry awards including Wealth Manager of the Year at Hong Kong Wealth Management Limited of the year 2003 and Trophy Winner at the Hong Kong Financial Planner Awards organized by Institute of Financial Planners of Hong Kong and South China Morning Post of the year 2007.
SFC CE No. AIR596
PIBA Reg. No. 0243-007930
MPFA No. 105583