Monica Allen, CRPC, PhD
Financial Advisor
After earning her PhD in Physics from the University of Utah, Monica worked briefly in academia before launching her career as a Financial Advisor in 2014. She discovered a love for financial planning and left academia to use her extensive analytical background to construct strong investment plans that help clients achieve their life goals. Monica strongly believes that everyone needs personalized, comprehensive planning tailored to their unique situation.
Monica grew up in Salt Lake City, and earned her B.A. in Mathematics at Texas Tech University in 2004. She returned to Utah for graduate school, where she also met her husband. They have two young children with whom they share their love of the outdoors and local performing arts.
MONICA ALLEN is currently teaching:
Class Title | Semester | Date(s) | Program |
---|---|---|---|
Financial Planning 101 | Summer | 5/15/25 - 5/29/25 | Lifelong Learning |