Edward Jones - Celebrating 15 years in Ferndale
Join Monisha Brandt and her team to celebrate 15 years in Ferndale!
We have a lot to be thankful for during this holiday season because of our friends, neighbors, and clients. In that spirit, we invite you, your family, and friends to join us for our open house as we say thank you to our clients, friends and community.
Holiday Dessert Bar and refreshments will be provided. Please call 360-384-1942 to RSVP by 11/24/25.
Thursday December 4th from 4:30pm - 7pm. Celebratory Toast at 5:30pm
From Monisha -
I have been a financial advisor with Edward Jones for 15 years, serving clients in Whatcom County for almost 20 years. In order to better serve my clients, I earned the CFP® certification. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I focus on serving people who are considering retirement in the next five to ten years, as well as current retirees who need guidance on how to improve their financial wellbeing. I utilize an established process that helps me understand what is most important to my clients and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I partner with my clients throughout their lives, informing them of any developments, as well as addressing any needs or changes in their situations. In order to provide holistic advice, I work closely with tax professionals and estate planning attorneys.
Thursday December 4th from 4:30pm - 7pm. Celebratory Toast at 5:30pm
From Monisha -
I have been a financial advisor with Edward Jones for 15 years, serving clients in Whatcom County for almost 20 years. In order to better serve my clients, I earned the CFP® certification. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I focus on serving people who are considering retirement in the next five to ten years, as well as current retirees who need guidance on how to improve their financial wellbeing. I utilize an established process that helps me understand what is most important to my clients and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I partner with my clients throughout their lives, informing them of any developments, as well as addressing any needs or changes in their situations. In order to provide holistic advice, I work closely with tax professionals and estate planning attorneys.
Date and Time
Thursday Dec 4, 2025
4:30 PM - 7:00 PM PST
Thursday, December 4, 2025
4:30 pm - 7:00 pm
Celebratory Toast at 5:30 pm
Fees/Admission
Free Event
Contact Information
360-384-1942
Send Email
