I'm Moorea Monaco

Wealth Advisor, CFP®

Eugene Team

  • Joined Merriman in 2014 as an Operations Assistant

  • Became an Associate Advisor in 2020 and Wealth Advisor in 2023

  • CERTIFIED FINANCIAL PLANNER™ professional, CFP®

  • Bachelor of Arts in Planning Public Policy and Management from the University of Oregon

Moorea Secondary Extended

About Moorea

My family has said I’ve always been a worrier. I will argue that I’ve always been a planner. In college, I focused my studies on urban planning, and later turned my passion for personal finance into a full-time job.

Now, I am a CERTIFIED FINANCIAL PLANNER™ professional and have made a career out of planning ahead and anticipating the changing tides of life.

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