Monica Singhania, CFP ® CFA in

Monica Singhania, CFP ® CFA

Questioner · DISC type c
Founder at Loandrone, Inc.
📍 Irvine, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Founder
Job Level
Leadership
Location
Irvine, California, United States
Personality Overview

How Monica shows up

Value Seeker
Cautious & Analytical
Price-Sensitive

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Monica cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2019
Founder
Loandrone, Inc.
7-2018 - 12-2019
Founder
Purposeful Financial
4-2018 - 12-2019
Board Member- PR and Communication
Financial Planning Association of Orange County(FPAOC)
10-2017 - 7-2018
Wealth Manager
Pacific Investment Research
10-2015 - 10-2017
Financial Advisor
South County Financial Planning
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2013
Pre-Study course requirements for Certified Financial Planner
UC Irvine
2010 - 2012
Pre-Study Course requirement for Certified Financial Planner
DePaul University
1996 - 1998
MBA - International Business
Indian Institute of Foreign Trade
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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