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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
16

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  • United States Of America
    15
  • Canada
    1

Monarch Wealth & Retirement Strategies's Leadership

  • Stylized image of a person
    S. M. B.
    Owner And Financial Advisor
    Mobile Phone

Monarch Wealth & Retirement Strategies Employee Metrics

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

Contact profiles from Monarch Wealth & Retirement Strategies

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. M. B.
    Owner And Financial Advisor
    Mobile Phone
    Oct 23, 2024

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. 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 August 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 August 2026, Monarch Wealth & Retirement Strategies's key employees include:

  • Owner And Financial Advisor: S. M. B.

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