Sometimes the most powerful careers are born out of integrity and courage. When Mona Santos uncovered unethical behavior in her workplace, she did what few have the courage to do, she spoke up. With no whistleblower protection and no safety net, Mona was fired. But that moment became the catalyst for something greater.

Determined to build a life defined by honesty, compassion, and independence, Mona became a financial advisor on her own terms. In this episode, Mona Santos, Certified Financial Planner and co-founder of Glide Path Financial, shares with our host Matt Ackermann her story through tragedy, entrepreneurship, and resilience. How she turned pain purpose and built a 25-year career rooted in empathy and authenticity.

Today, she helps others design lives of meaning and freedom; the same way she rebuilt her own. Her story is one of courage, character, and the beauty of creating success by helping others do the same.

Connect With Matt Ackermann:

• info@ifpadvisor.com
• (781) 890-3045
• Integrated Partners
• LinkedIn: Matt Ackermann
• LinkedIn: Integrated Partners

 

Connect with Mona Santos

• Ramona.Santos@lpl.com
• (856) 256-0239
• Glide Path Financial
• LinkedIn: Mona Santos

 

About our Guest

Working as a financial advisor for over 20 years, Mona specializes in providing comprehensive financial planning and wealth management services to individuals, families and business owners. With compassion at the crux of her practice, Mona specifically enjoys helping independent female clients, where she can offer support for women going through life-changing events, such as divorce, death of a spouse or retirement.

Having suffered many of her own personal setbacks, these life experiences have fueled Mona’s passion for helping others. She works diligently to help clients develop the confidence that with a good plan, it is possible to survive – and thrive – through anything life throws at them.

Mona’s mission is simple: To listen empathetically, uncover critical values, and build a plan to help clients live a well-rounded life of financial confidence and resilience.

Whether you are a professional at a thriving company, a business owner looking to sell in the next five years or preparing for a milestone like retirement, Mona follows a values-based financial planning process where she designs a financial roadmap for clients and meets with them every four months to discuss their plan and chart their progress.

Working in a fiduciary capacity to her advisory clients, it is Mona’s legal duty to put her clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Services include:

• Investment Management
• Cash Flow Management
• Retirement Planning
• Insurance Consulting
• Estate Planning
• Business Owner Planning

Mona graduated from Methodist University with degrees in political science and international studies. She is married to her husband, Kirk and has a son, Gabriel. An adventurer at heart, Mona loves to travel, sing, and meet new people. A bibliophile, she rarely reads less than three books at a time and has never met a microphone she was afraid of. Ramona is also an award-winning actress and an avid runner.

 

Disclosure:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

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