Slide 1
Slide 1
Slide 1
Slide 1
Slide 1

Mona Santos

Financial Advisor, Principal
email: MONA.SANTOS@dav-fd.com
office: (856) 267-0239
mobile: (845) 597-4718
Office located at 102B Centre Blvd, Marlton, NJ 08053
  • Methodist College, ’93, Bachelors of Arts in both Political Science and International Studies with a Minor in Languages
  • First Command Financial Planning, February 2000 – January 2014
  • Chief Financial Officer, P-Com GmBh, Frankfurt Germany, 1996-2000
  • Certificate of Business German Proficiency, Goethe Institute, Munich Germany 1998
  • NY and NJ LH&A Insurance licenses, Series 6, 63, 65 and 26 held with LPL Financial
  • Avid distance runner
  • Actress in Community Theater
  • Mother to her number one son Gabriel


Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through DaVinci Financial Designs LLC, a Registered Investment Advisor and separate entity.

The LPL Financial Registered Representatives associated with this site may only discuss and/or

transact securities business with residents of the following states: AK,AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,ID,IL,KS,KY,LA,MA,MD,ME,MN,MS,NC,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TX,VA,VT,WA,WI

Copyright © 2012-2017 DaVinci Financial Designs LLC. All Rights Reserved.