Mouna provides a high-level personalized approach to delivering exceptional service to TwinFocus’ multigenerational families and assists with their day-to-day financial needs. She works closely with the firm’s Directors and Investment teams to support and execute each family’s unique financial goals.
For nearly two decades, Mouna has cultivated extensive knowledge of retail and commercial banking, corporate credit, and wealth management services. She is a Certified Retirement Planning Counselor (CRPC®), a Financial Paraplanner Qualified Professional (FPQP), and she has completed the Financial Planning Association’s Externship. Mouna graduated from ISFOTEG: BBA: Institut Supérieur de Formation aux Techniques de Gestion - Morocco, and holds an Associate degree from the Université Abdelmalek Essaâdi: Faculté des Sciences Juridiques, Economiques et Sociales.
I enjoy servicing our clients and helping them achieve their financial goals and the lifestyle they desire. I get great fulfillment in helping others get closer to achieving their goals.
My unique skill is understanding people’s styles and reading their personalities, which helps me approach them accordingly.
I would be a person of service to the people around me.
I like to spend time with my family and friends, exercise, and travel.
I am proud of raising my two sons to become successful and respectful gentlemen.