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Monique Morrison

Monique Morrison

Financial Advisor

As Lead Advisor at Pettinelli Financial Partners (PFP), Monique Morrison provides a large, growing base of clients with financial strategies and planning designed to meet their goals. She is a highly experienced advisor with over 15 years in financial services, most recently as an executive with Charles Schwab. Monique takes clients through discovery and review meetings to learn about them and their objectives, the planning process which includes recommendations designed to meet their financial needs as well as the implementation of the plans and long-term follow up and service.

Monique received her Bachelor of Science degree in Business Administration from the University of California and is targeted to graduate from Golden Gate University with a Master of Science in Financial Planning by the end of 2022. In addition, she has earned FINRA securities licenses Series 6, 7, 9, 10, 63 and 66 providing her with a comprehensive education and background in investments and guiding clients on their investment opportunities. Monique is a Certified Financial Planner (CFP®), one of the most prestigious designations in the financial services industry. She is also proficient in life and health insurance products.

Perseverance and determination are keys to Monique’s success as she continues to encourage clients to focus on their purpose and goals for strong financial futures. In her free time, Monique and her husband enjoy being with their young adult son, international travel and health and fitness activities.