Patricia E. Monat,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia E. Monat, CFP®

President / CEO

Monat Wealth Management

978 Home Plaza, Ste 400
Waterloo, IA 50701
FINANCIAL ADVISOR'S WEBSITE
(319) 235-7613

General

Patricia Monat is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Monat Wealth Management in Waterloo, IA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MO,MN
  • Health/disability insurance: MO
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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