Steven Monji, AWMA ®, SE-AWMA®

Steven Monji is a founding member of Advantage Tax and Wealth.  Steven and his wife Dayna provide a family atmosphere for individual  and business tax preparation with a complement of wealth management services.  He has over 25 years of experience in the areas of investment advisory, investment banking and corporate finance.  He envisioned applying his understanding of institutional markets to help his individual and small business clients. He also serves on the board of Access Life International as the Treasurer, ALI is a nonprofit serving to improve the quality of life for people with disabilities in economically challenged countries.    

Mr. Monji a Accredited Wealth Management Advisor AWMA ® and has his Series 65 registration through Avantax Advisory Servicessm as well as Series 6, 7, and 63 registrations through Avantax Investment Services. 

Steven enjoys ocean sports, cycling, and musical theater with his family.