Janet Monger

Client Service Associate

Professional Experience

With 15 years of experience in the financial services industry, Janet brings extensive knowledge to her role. Prior to joining Blue Diamond Wealth Management, she served at several large firms including Franklin Templeton lnvestments and U.S. Trust, Bank of America Private Wealth Management. She enjoys working with clients and understands the importance of creating lasting relationships.

Education

Janet graduated from Santa Clara University with a degree in Economics and a minor in Political Science.

Personal lnformation

Janet grew up in the Bay Area, and lives in the Campbell with her husband and three young boys. She enjoys volunteering with local youth sports, and has held a variety of leadership roles with Philanthropic Educational Organization (PEO), a group which provides grants and scholarships to women.