Bianca Sophie San
Investment adviser representative at Monument Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$648.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Monument Wealth ManagementJul 2025 to now
- Osaic WealthFeb 2023 to Jul 2025
- Cassaday & CompanyFeb 2023 to Jun 2025
- Amj Financial Wealth ManagementJun 2019 to Feb 2023
- Amj Financial Wealth ManagementMay 2018 to Aug 2018
- Gates HudsonJun 2017 to Aug 2017
- Virginia TechJul 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Monument Wealth Management
Legal name: Monument Capital Management, LLC
$648.4MAssets managed
239Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6978728
- Firm CRD
- 159882