CoverProfile

Mona Fahmy

Wealth Advisor

TandemGrowth Financial Advisors LLC

United States, Georgia, Roswell

About Me

Mona Fahmy is a senior financial advisor and portfolio manager for TandemGrowth Financial Advisors, LLC. Mona started working with Jeff Bernier, TandemGrowth's president, in 1998 when he hired her to oversee client service requests. When Jeff formed TandemGrowth in 2003, Mona made the move with him. Since then, she has advanced her career and expanded her knowledge by serving in a range of financial planning and investment advisory functions. A member of the Financial Planning Association (FPA), she is a Certified Fund Specialist (CFS) and has earned the Accredited Investment Fiduciary (AIF®) designation. She is currently enrolled in the College of Financial Planning’s Certified Financial

View more

Profile Information

Wealth Advisor

TandemGrowth Financial Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Roswell

Georgia

United States

Aug 16, 2024

Work Experience

TandemGrowth Financial Advisors, LLC

Wealth Advisor
Mar 2003 - Present
Email: mona@tandemgrowth.com

More profiles to browse

JS
Jamie Stolz
Director of Operations
JB
Jeff Bernier
Founder, President & Wealth Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue