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Monica Garver
Professional designations
AIF, CFP
Firm or Broker/Dealer name
Cambridge Investment Research
States licensed in
Johnstown
,
Pennsylvania
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Estate Planning
Retirement/Retirement Income
Investment Management
Time Zone
I have been a CFP since 1988 working in a fee only environment. During my career I have worked with a wide variety of individuals, families and corporations. Some of my most fulfilling work has been planning along side single individual women thru journeys of divorce or widowhood. I assisted a close relative with the sudden death of her 60 year old spouse and she challenged me to play it forward for others in her same situation. My goal is to use my talents and time to do so through working with Wings for Widows as a Coach.
Education:
- BS Accounting Duquesne University 1983
- CPA (no longer practicing) 1985; retired 2023
- CFP 1988
- AIF 2002. (Accredited Investment Fiduciary)
- AIFA 2006 (Accredited Investment Fiduciary Auditor)
- Volunteer on many Boards past and present; active in church community
Wife to Mike a dentist, mother to 3 wonderful children and 2 grandbabies.