Monarch Wealth Strategies

Investment Advisor
in Santa Maria, CA

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About this Advisor

Taranvir Pannu is a financial advisor based out of Santa Maria, California. Pannu is an employee of Monarch Wealth Strategies. Pannu has gained experience at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, At&T/ Game Stop, Jbt Transport Inc, Teaching Fellows, California State University, Fresno and Monarch Wealth Strategies. Pannu maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Monarch Wealth Strategies is a company that has its headquarters in Santa Barbara, CA. The investment advisory business has offices in two locations and just five advisors. It handles $308 million in assets among its 918 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises three charitable organizations. Of its 918 client accounts, 43% belong to high-net-worth investors who have more than $1 million in assets. Monarch Wealth Strategies has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on the type of services offered. Fees charged by Monarch Wealth Strategies may include asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Santa Maria, CA

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Monarch Wealth Strategies Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Taranvir Pannu Work History

Taranvir has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Monarch Wealth Strategies

2022 - 2023 (1 year)

Monarch Wealth Strategies

2019 - 2022 (3 years)

J.P. Morgan Securities LLC

2019 - 2022 (3 years)

Jpmorgan Chase Bank, N.A

2016 - 2019 (3 years)

At&T/ Game Stop

2015 - 2016 (1 year)

Jbt Transport Inc

2014 - 2017 (3 years)

California State University, Fresno

2013 - 2015 (2 years)

Teaching Fellows

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Taranvir Pannu 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 Monarch Wealth Strategies

Nicole Allen
Santa Barbara, CA
Taranvir Pannu
Santa Maria, CA
Aaron Clark
Santa Barbara, CA
Brian Johnson
Santa Barbara, CA
Irene Timmons
Santa Maria, CA
Stephanie Dewitt
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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