Monisha Potter

Background

About Monisha Potter

As a CERTIFIED FINANCIAL PLANNER™ professional, I am a firm believer in educating my clients with an understanding behind the strategies being proposed for their particular investments. Engaging my clients and getting them involved in their planning process is an integral part of my practice. “Tell me and I forget, teach me and I may remember, involve me and I learn.” ― Benjamin Franklin Growing up, I took note that my mother did not have a say in our family’s financial decisions, which motivated me to learn as much as possible about my own finances. One of my passions is empowering women to make their own independent financial choices, and help them understand the psychology of money. My financial career started in 2004 and I have gathered many licenses as well as designations along the way; General Securities Registered Representative (FINRA Series 6, 63 and 7), Registered Investment Advisery Representative (Series 66) licensed Insurance Agent (Life, Health and Long Term Care), and CERTIFIED FINANCIAL PLANNER™ professional. Learning is a lifelong process, which I intend to continue. “Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young.” ― Henry Ford