Monica Razuleu-Munoz
Monica Razuleu-Munoz is a CFP-designated registered investment advisor at Strong Foundation Wealth Management LLC, based in Castaic, CA, with 13 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Castaic, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monica is an insurance agent since 2010, reviewing and recommending needs-based insurance, including fixed and variable life insurance and annuities, disability income insurance, and long-term care insurance. She dedicates minimal time outside trading hours to this activity.
Employment History
Current Registrations
Strong Foundation Wealth Management LLC
Previous Registrations
Protection Point Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.