CONTACT INFORMATION: Lynn Kaloian Website 805-386-7470 firstname.lastname@example.org
Monarch Financial Solutions services offered:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
Lynn Kaolian, President, Monarch Financial Solutions
Lynn Kaloian enjoys helping clients map out their financial plans from big picture to details, making sure they understand their investment options. For business owners, her role may be helping to choose and manage a retirement plan for employees. For retirees, she may develop strategies to sustain income throughout retirement years. For each client, Lynn takes the time to understand their goals and determine their next steps.
Lynn believes that financial professionals should use their knowledge to help clients understand what they are invested in and why, in addition to getting and staying out of debt. She has enjoyed working with doctors, veterinarians, contractors, trucking companies, and many businesses, even partnering with their accountants in some cases.
After starting her career in analytical positions such as business analyst, credit manager, and auditor, Lynn joined the financial services industry in 2007. She holds a Bachelor of Science degree in Business Administration from California State Polytechnic University, Pomona.
Lynn is involved in her community, currently serving on the board of directors as immediate past president of the Nipomo Lions Club. Recently her role has included serving as chairperson on committees to build a bond between the local schools, teachers, and the club. Aside from the Lions Club, Lynn is an active member of her church, serving as the chairperson for the Social Outreach Services committee.
A longtime resident of the Central Coast, Lynn has been married to her husband, Alan, for 15 years. They enjoy the coast with their two fun-loving, smart dogs: Skyler, a miniature Australian Shepherd, and Sammie, a toy Australian Shepherd