Monika Reyes, CFP®, APMA™, ChFC®

Monika is a Personal Office® Advisor with NorthRock Partners, bringing over 25 years of experience helping clients make thoughtful decisions about their wealth and their lives. Known for her holistic and relationship-focused approach, she partners with individuals and families to develop strategies that align their financial resources with their goals, values, and legacies.

Monika’s areas of focus include tax planning, retirement planning and distribution strategies, investment management, estate planning, and charitable giving. She is passionate about simplifying complex financial decisions so her clients can focus on what matters most, whether that means planning for retirement, supporting causes they care about, or creating a meaningful legacy for the next generation.

Recognized among Forbes Best-in-State Women Wealth Advisors from 2023 to 2025 and as a Five Star Wealth Manager from 2020 to 2025, Monika is deeply committed to serving her clients with excellence, care, and integrity.

Professional Designations and Associations

  • Bachelor of Science in Business Administration | Sonoma State University – Rohnert Park, CA
  • Certified Financial Planner (CFP®)
  • Certified Fund Specialist (CFS®)
  • Accredited Portfolio Management Advisor (APMA™)
  • Chartered Financial Consultant (ChFC®)
  • FINRA Series 7, Series 63, Series 66
  • Forbes Best-in-State Women Wealth Advisors, 2023-2025
  • Five Star Wealth Manager, 2020-2025

Professional and Community Involvement

  • Committee Member with the Sutter Roseville Medical Center Foundation
  • Make-A-Wish Trailblazer
  • Board Member of Keaton’s Child Cancer Alliance
  • Family Camp Host for Me-One Foundation
  • Supporter of Placer Society for the Prevention of Cruelty to Animals
  • Past President of Rotary Club Folsom

Personal Life

Monika loves the outdoors, especially hiking with her husband and their chocolate lab Mose, or getting out on the water on her paddleboard. When it’s time to relax, she enjoys knitting and can spend hours with her yarn and needles. Inspired by her clients’ stories and travels, Monika hopes to see more of the world as she continues to build her Bucket List!