I'm Moorea Monaco
Wealth Advisor, CFP®
Eugene Team
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Joined Merriman in 2014
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CERTIFIED FINANCIAL PLANNER™ professional, CFP®
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Bachelor of Arts in Planning Public Policy and Management from the University of Oregon
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Member of the board for the Financial Planning Association Mid-Oregon Chapter.
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.
Questions? Email Moorea
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