Monica Szakos

President & Senior Financial Adviser
ASSET PRESERVATION STRATEGIES
Asset/Investment Management

Multi-generational wealth management leader Monica Szakos serves as the president and senior wealth adviser at Asset Preservation Strategies. She draws on 25 years of industry experience to curate optimal financial outcomes for families, specializing in behavioral finance and exit planning strategies. She is a Certified Financial Planner and a fellow of the Southern California Institute who has completed the Advanced Wealth Strategist Planner Program. Szakos serves on the Estate & Trust Planning Council for the Rady Children’s Hospital Foundation and is a dedicated supporter of the Helen Woodward Animal Center. She successfully leads the firm’s strategic initiatives by pairing meticulous attention to detail with agile investment management during volatile market seasons. Her tenure of 14 years at the firm underscores a commitment to service-first advisory and high-touch relationship management for clients spanning several generations.