How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Steven Monji, AWMA ®, SE-AWMA®
Wealth Management Advisor
(949) 272-0081
Steven Monji is a founding member of Advantage Tax and Wealth. Steven and his wife Dayna provide a family atmosphere for personal and business tax preparation and planning with a complement of wealth management services.He has over 25...
Dayna Monji CPA, MST
(949) 272-0081
Dayna Monji has more than 28 years of public accounting services experience working with individuals and small businesses. She is a Certified Public Accountant with a Master of Science in Taxation from Golden Gate University. CPA...
Dan Reinwald
Client Operations Assistant
Dan brings more than twenty-five years of Financial Sales to his business relationships. Throughout the 90’s, Dan served as Agency Manager for Met Life. Dan became an independent agent in 2000 with concentration on Holistic...
Edward Oizumi
Financial Advisor
edward.oizumi@monjiassociates.com
With over 10 years of experience in the financial service industry, Edward is a Registered Investment Advisor, holding Series 6, 7, 63, and 66 at Advantage Tax and Wealth (Avantax Wealth Management). Specializing in Tax Advantageous...
Mayu Daley EA
Financial Advisor
San Cheong CPA, EA
Financial Advisor
9493408372
san@idealwealthmanagementoc.com
San Cheong our newest strategic partner is the co-founder of Ideal Accounting and Tax Services located in the City of Lake Forest. Along with his wife, Susan, San continues to provide exceptional services for individual and...