Monica van Eck, CFP®, CDFA®
Financial Planner
Walnut Creek, California
Walnut Creek, California Office
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Monica van Eck, CFP® is a financial planner in EP Wealth's Lafayette, California office.
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Monica joined EP Wealth Advisors from Millie Capital Management LLC, where she acted as Director of Operations, managing the firm’s T.D. Ameritrade and Schwab Institutional relationships as well as SEC compliance procedures. She is a former client relationship associate at Vanguard Mutual Funds and previously worked as a tax professional for H&R Block, focusing on client personal tax advice.
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Monica holds a Bachelor of Science degree in Administration with a concentration in Financial Planning from California State University, San Bernadino. She also received her CERTIFIED FINANCIAL PLANNER ™ certification from Bryant University in Rhode Island.
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Monica is married and lives with her husband in Danville, California.
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