Monica
Boulter
Csp Financial Group LLC
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About this Advisor
Monica Boulter is a financial advisor based in Scottsdale, Arizona, working with Csp Financial Group LLC. Monica has previously held positions at Weldon And Weldon Coaching, Inc, U.S. Department Of State, Digital Revamp, Gap Solutions, Inc, Sole Proprietor, Csp Financial Group, LLC, and Csp Financial Group LLC. Monica has passed the Series 65 regulatory exam and is registered to provide services in Arizona, Maryland, New York, North Carolina, Virginia, and Washington. Currently, Monica is part of Csp Financial Group LLC, which operates out of Scottsdale, Arizona. The firm has 1 office and 25 employees. The services offered by the firm include financial planning services, selection of other advisers, educational seminars, and other services. The fee structure at Csp Financial Group LLC includes hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Csp Financial Group LLC Brokerage Details
25
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
- Other
Monica Boulter Work History
Csp Financial Group, LLC
Csp Financial Group LLC
Sole Proprietor
U.S. Department Of State
Weldon And Weldon Coaching, Inc
Digital Revamp
Gap Solutions, Inc
Disclosures
Please visit the SEC profile of Monica Boulter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Csp Financial Group LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
