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Biography

Monica Foy is a Senior Associate in the North Bay office. As a member of the firm’s Wealth Management practice, she works closely with the financial advisors and other professionals. She supports the client onboarding process and assists with administrative responsibilities related to portfolio management and other client service needs.

Prior to joining Cerity Partners, Monica worked as an Operations Associate at The Humphreys Group, assisting with client onboarding and administrative tasks. She has also worked as a tax professional at Intuit and H&R Block.

Learn more about my practice.

Education

  • BS in Communications from Northwestern University
  • Certificate in Personal Financial Planning from UC Berkeley Extension

Highlights

  • Enrolled Agent
  • Treasurer and Board Member of LifeRing Secular Recovery, an organization providing peer support for people in recovery from substance use disorder.

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Principal & Client Experience Director

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.