Poway Members

Stifel- Monroe
Financial Planning & Investments
16870 West Bernardo Drive # 150
San Diego, CA 92127
(858) 879-4014
who to contact
Alexander Monroe

Stifel- Monroe

Financial Planning & Investments
about us
My team and I specialize in wealth management with a financial planning approach. The plan drives the investment strategy. We are a five person group that represents 75 years of experience in finance.

Annual Sponsors

sdge cox.com
union-tribune-logo Walmart_logo Pomerado news logo