Monica Singhania (CFA®, CFP®, MBA)

Monica Singhania focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

At Purposeful Financial we begin with listening to you, the aim is to understand your goals, purpose, and concerns; we are not interested in beating the markets or selling to you other financial products. Instead, we focus on delivering jargon-free advice, that empowers you to live your best life every day with confidence.  Our client's peace of mind and financial wellness is our top priority. We serve our clients in a variety of ways because there is no one size fits all approach.

1. Assets under management structure for those who seek professional money management and want a disciplined and evidence-based approach to investing 

2. Monthly retainer or subscription model for younger professionals who are in the wealth accumulation phase but benefit from continuous advice  

3. Fixed fee for your one-off projects

4. An hourly fee to address any questions or concerns on an as needed basis 

 

Additional Information

Hi, I am Monica Singhania and have personally experienced the value of financial planning and investing wisely. My husband and I had started a business, and just a couple of months after launching, the financial crisis of 2008 happened.  Things didn’t turn up as expected, and this affected all aspects of our life. It was a moment of truth, and I was determined to take control of our financial life. This set me on the course of educating myself. Today I have earned CERTIFIED FINANCIAL PLANNER (CFP) and CHARTERED FINANCIAL ANALYST (CFA) designations. Only a handful of all advisors nationwide hold both these marks.

After working for several years with fee-only planners, I launched Purposeful Financial because I believe that everyone can benefit from good financial planning and clients should not be turned away because they do not fit a minimum assets requirement.  

I currently serve on the board of Financial Planning Association (Orange County Chapter) and volunteer for the UCI LifeVest program.  Additionally, I hold investing and personal finance workshops for teens doing my part in spreading financial literacy.  I live in Irvine with my husband and teenage daughter and spend my free time practicing Iyengar yoga, running or reading.

I look forward to connecting with you soon.

Monica Khanna Singhania CFP® CFA

NAPFA Start Date

October 11, 2018

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This Office

200 Spectrum Center Dr Ste 300 Irvine, CA 92618-5004 Phone: (949) 328-1600