Monica Teixeira
Embracing Diversity, Equity, and Inclusion
State(s) Licensed: DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, OH, SC, TN, TX, WA, WI
Languages Spoken: English, Portuguese
8270 College Parkway Suite 104
Fort Myers, FL 33919
Embracing Diversity, Equity, and Inclusion
State(s) Licensed: DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, OH, SC, TN, TX, WA, WI
Languages Spoken: English, Portuguese
Financial Advice for Educators, Families with Special Needs, Underserved Professionals, and Immigrant Families
Hi, I'm Monica, a financial advisor dedicated to partnering with busy educators, families with special needs, underserved professionals, and immigrant families to achieve their unique financial goals.
I understand that each of these groups faces distinct challenges, and I'm here to help you navigate them:
- Educators: Balancing complex retirement plans and student loan debt.
- Families with Special Needs: Needing specialized financial guidance for long-term care and planning.
- Underserved Professionals & Immigrant Families: Overcoming systemic barriers to financial access and requiring culturally sensitive support.
My Services:
I offer personalized financial planning that includes:
- Investment Management
- Insurance Solutions
- Budget Development
- Strategic Financial Advice
Each service is tailored specifically to your unique needs, ensuring that the guidance you receive aligns with your personal goals and circumstances.
My Approach:
- Education: Empowering you with the knowledge you need to make informed decisions.
- Compassion: Understanding the challenges you face and offering empathetic support.
- Dependability: You can count on me to be there when you need me most.
- Deep Understanding: I have a comprehensive grasp of the specific hurdles and opportunities that come with your unique situation.
My Commitment to You:
- I will provide personalized financial guidance.
- Expect transparent communication throughout our partnership.
- I will offer diligent support as we work together toward your goals.
My Guarantee:
I promise to:
- Listen attentively to your needs.
- Act with dependability and transparency in all our interactions.
- Treat you with respect, value, and empathy.
Together, we can build a financial plan that not only supports your financial well-being but also empowers you and your family to live a fulfilling life.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Fort Myers Office
- Phone:
- 239-349-5597
- Fax:
- 833-610-2405
- Toll Free:
- 888-965-5755
- Mobile:
- 239-256-2233