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Monica Dickson, Financial Advisor

FINANCIAL ADVISOR
Monica Dickson

CFP®
111 W Ocean Blvd Suite 1010, Long Beach, CA 90802opens in a new window
New Client Waitlist
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Healthcare Professionals
  • Wealth Strategies

About Monica

I've had a passion for finance since I was 15 years old – not because I loved spreadsheets, but because I had to figure out how to pay for college. I spent my teen years reading books on investing and personal finance, while flipping burgers at In-N-Out Burger. That early education sparked a lifelong passion, and in 2015, I became a financial advisor with Edward Jones.

My practice focuses on working with healthcare professionals who are serious about their financial future. Because they spend their days taking care of others, retirement planning isn't always top of mind. Whether it’s saving for...

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • CA State Univ-FullertonMaster of Science
  • CA State Univ-FullertonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Martial Arts
  • Yoga
  • Pets
  • Personal Fitness

Team Members

  • Bryan Krug
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(562) 429-3868

Fax

(866) 462-2284

Office Address

111 W Ocean Blvd Suite 1010
Long Beach, CA 90802opens in a new window

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