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Cfp® Coco Lorenzo

Partner, Director of Client Services at Monograph Wealth

  • LinkedIn

Monograph Wealth Advisors was founded by seasoned investment professionals in January 2015 and is based in Los Angeles, California. Monograph is employee owned and an independent, fee onl...

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MONOGRAPH WEALTH

MONOGRAPH WEALTH

  • description Description
    At Monograph, we believe a familys wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerational...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Employees

Alex Yaftali

Partner & Chief Investment Officer

Tyler Laferriere

Vice President of Communications

Cfp® Coco Lorenzo

Partner, Director of Client Services

Claire Gregory

Chief Compliance Officer & Director, Operations

Frequently Asked Questions Regarding Cfp® Coco Lorenzo

Answer: Cfp® Coco Lorenzo works for Monograph Wealth as Partner, Director of Client Services

Answer: Cfp® Coco Lorenzo’s role in Monograph Wealth is Partner, Director of Client Services

Answer: Cfp® Coco Lorenzo's email address is c***@gmail.com

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Answer: Cfp® Coco Lorenzo works in the industry of: Financial Services

Answer: Cfp® Coco Lorenzo is the current Partner, Director of Client Services at Monograph Wealth.... Read More

Answer: Cfp® Coco Lorenzo works Monograph Wealth located at 830 S Pacific Coast Hwy, El Segundo, California, 90245, United States

Answer: Monograph Wealth's Partner, Director of Client Services is Cfp® Coco Lorenzo

Answer: Cfp® Coco Lorenzo contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@monographwealth.com

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