Get to Know Monica Serrano

“No matter where people are from, they are different, yet the same.” Our very own Monica Serrano learned this through her many travels. With a strong interest in art and architecture, Monica took advantage of any opportunity to travel and see these elements in person. During these amazing adventures, Monica learned the importance of respecting and appreciating the differences among cultures. While at home, Monica puts her artistic talents to work and is proud to be her home’s resident handywoman. She uses her skills to take something old and make it new again. “Taking things apart and putting them back together is a great stress relief.” With her creative spirit and excitement for travel, Tobias Financial Advisors is proud to have Monica on our team. As a Client Service Specialist, Monica ensures each client receives the best possible experience. Priding ourselves on the utmost in customer service, Monica is essential to delivering this promise.

While pursuing her degrees, Monica initially struggled with math. Surrounded by people that love math, Monica remained committed and found that “overcoming obstacles is a great motivator.” Today, Monica maintains this mindset as she continues to work toward achieving her goals. “My goal is to continue to learn and understand the processes to achieve a desired result. Everything is a process and requires time to learn.”

As Tobias Financial Advisors celebrates over four decades in business, Monica is proud of the team’s unwavering commitment to work together to achieve its goals. “I enjoy coming to work and being a part of the team. It is a family environment.” With an emphasis on transparency and dependability, Tobias Financial Advisors is proud to reach this milestone. “My wish is for the firm to remain a dependable and truthful place that our clients and team members have grown accustom to.”