The people who work at Monarch Retirement Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Mike is a Registered Representative with Commonwealth Financial Network® and a founding member of Monarch Retirement Group. He specializes in retirement planning with experience in benefits, finance, and financial services. For more than 25 years prior, he has held positions with Bank of America as a senior vice president and as an Investment Adviser Representative for The Retirement Group. Mike has also consulted with thousands of employees from major corporations such as AT&T (PacBell), Northrup-Gruman (TRW), Verizon (GTE), Qwest (US West), and Bank of America. His experience and skills are invaluable in helping individuals “navigate the future."
Mike was featured in San Diego Magazine for being selected as a Five Star Wealth Manager* for 2015, 2016, and 2017. The Five Star program represents and acknowledges an exclusive group of wealth managers who provide quality services to their clients and is the largest and most widely published financial services award program in North America.
2015–2017 Five Star Wealth Manager Award, created by Five Star Professional. The 2017 award was presented in November 2016 based on data gathered within 12 months preceding the issue date. 1,349 advisors were considered, 349 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Megan Johnson, CFP®
Megan is a Registered Representative with Commonwealth Financial Network® and a member of Monarch Retirement Group. Prior to affiliating with Commonwealth, she held positions in retail banking at Wells Fargo Bank and Bank of America, working for more than 10 years in the San Diego and San Francisco Bay areas. In her last position with Wells Fargo Bank, as a licensed premier banker, she specialized in assisting a portfolio of affluent households with a broad range of services, including, but not limited to, deposit-based, credit, investment, and fee-based products.
Megan earned her BA from the University of California, Berkeley, where she majored in sociology and minored in rhetoric. She is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds her FINRA Series 6, 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network, along with life, accident, and health insurance licenses. Megan’s educational background, paired with her many years of retail banking experience, gives her a unique perspective on and an understanding of her clients’ financial needs.
Megan was featured in San Diego Magazine for being selected as a Five Star Wealth Manager* for 2024. The Five Star program represents and acknowledges an exclusive group of wealth managers who provide quality services to their clients and is the largest and most widely published financial services award program in North America.
Adam is a Registered Representative with Commonwealth Financial Network® and a member of Monarch Retirement Group. He holds his FINRA Series 7 and 66 securities registrations, along with his life, accident, and health insurance licenses. Prior to joining Monarch Retirement Group, Adam had worked for Bank of America for eight years. Throughout that time, he worked in various positions helping his clients meet their financial goals, whether using savings, investment, or credit products. In his last position with Bank of America, he held the title of assistant vice president and banking center manager for one of the largest Bank of America offices in the Coachella Valley. This broad financial experience enables Adam to provide a unique perspective to helping his clients meet their financial goals.
Natasha is a registered sales assistant with Commonwealth Financial Network®. She has worked in the financial services industry for 14 years servicing a client base with roughly $250 million in assets under management and currently holds her FINRA Series 7 and 63 securities registrations. Natasha is also a professional contemporary ballet dancer and choreographer, dancing professionally for close to 20 years. She holds a BA in psychology from San Diego State University and a master's degree in leadership studies from the University of San Diego. Her many years of experience and commitment to serving our clients make her an invaluable member of our team.