Team Highlight: Mona Hurtado


We are excited to announce that Mona Hurtado, passed the difficult securities exams and is now an LPL Registered Administrative Assistant! She now has the ability to provide more support for Ralph and Mark as she takes on new responsibilities.

“This has been a long process, delayed even more by COVID. I’ve spent a lot of hours studying, but the knowledge I have gained allows me to better understand our business. Having the ability to provide additional assistance to our clients and our advisors, makes my job even more fulfilling.” Mona explained during a brief chat. “At my age I thought my formal education years were way behind me, but even after the long hours of study to get my licensing [Series 7 and 66 licenses which are held through LPL Financial], my pursuit of knowledge continues. Stay tuned…”

As Albert Einstein said, “Commit yourself to lifelong learning. The most valuable asset you’ll ever have is your mind and what you put into it.” This is our firm’s desire for each of our staff members, to continue learning.

Mona continues to soak up new information that will give her the knowledge and understanding to better assist you as together we discover and pursue dreams.

Tracking #1-05263079