Monica Bezy, Financial Advisor located in San Diego, CA

Financial Advisor
Monica E Bezy

CEPA®
13400 Sabre Springs Pkwy, Suite 260, San Diego, CA 92128opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball
  • Reading
  • Movies & Entertainment

Team Members

  • Jessica Poncey
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(858) 391-2777

Fax

(888) 767-9146

Office Address

13400 Sabre Springs Pkwy
Suite 260
San Diego, CA 92128opens in a new window

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