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Monarch Wealth & Retirement Strategies Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Monarch Wealth & Retirement Strategies operates within financial services, delivering securities and advisory offerings through a network of affiliated firms. Securities are offered by Cambridge Investment Research, Inc., a broker-dealer that participates in FINRA and SIPC registrations. The advisory work is carried out by The AmeriFlex Group®, a registered investment adviser, with Cambridge described as independently owned and separate from Monarch and any other referenced entities.

The firm is located in Calabasas, California, and is characterized as having a small to mid-sized team. More information is available on its website at monarchwealth.com.

Find Monarch Wealth & Retirement Strategies employees' phone numbers or email addresses

Monarch Wealth & Retirement Strategies Global Highlights

Location
Employees

North America
18

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  • United States Of America
    17
  • Canada
    1

Monarch Wealth & Retirement Strategies's Leadership

  • Stylized image of a person
    S. M. B.
    Owner And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    New Business Coordinator/Client Onboarding Specialist
    Phone icon
    Mobile Phone

Monarch Wealth & Retirement Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Community & Social Services
  • Education
  • Accounting
  • Other

Contact profiles from Monarch Wealth & Retirement Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M. B.
    Owner And Financial Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. H.
    New Business Coordinator/Client Onboarding Specialist
    Phone icon
    Mobile Phone
    United States
    Jun 29, 2026

Frequently Asked Questions

What is Monarch Wealth & Retirement Strategies known for?

Minus sign iconPlus sign iconMonarch Wealth & Retirement Strategies was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 26565 West Agoura Road Suite 200 Calabasas, California United States. Explore Monarch Wealth & Retirement Strategies's company overview page for more information.

What is Monarch Wealth & Retirement Strategies's most common email format?

Minus sign iconPlus sign iconMonarch Wealth & Retirement Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Monarch Wealth & Retirement Strategies email formats with LeadIQ.

How many employees does Monarch Wealth & Retirement Strategies have currently?

Minus sign iconPlus sign iconMonarch Wealth & Retirement Strategies has approximately 15 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Monarch Wealth & Retirement Strategies's key employees and leadership?

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As of May 2026, Monarch Wealth & Retirement Strategies's key employees include:

  • Owner And Financial Advisor: S. M. B.
  • New Business Coordinator/Client Onboarding Specialist: M. H.

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