Monica Whitney, CFP^®

Focus Areas

Tax Planning

Estate Planning

Comprehensive Financial Planning

About the Financial Advisor

Monica is a Partner of McMurray Whitney Financial. Her team provides financial planning services and ongoing account management for their clients. 

Monica focuses on serving retirees, pre-retirees, millennials, and individuals interested in saving for retirement and other goals near Minneapolis, MN. 

She serves her clients by helping them simplify and enjoy their retirement by making them feel more educated, confident, and in control of their financial future. 

Education and Designations

• St. Cloud State University, Bachelor’s Degree, Finance   
• CFP^® – CERTIFIED FINANCIAL PLANNER^™  

Personal Life

Monica recently had a baby girl.  She enjoys spending time with family and friends or traveling. Monica is an avid fan of MN sports teams, especially the Vikings.