Jane An

Jane An is the President of Monolithe Wealth Planning Group. Her experience lies in executing financial strategies which may otherwise be difficult to navigate, as well as maintaining necessary ongoing adjustments to the strategy as personal, business and economic conditions change. She truly enjoys Retirement Planning as she finds reward in watching her clients reach Financial Independence and enjoying retirement. Jane’s holistic approach to comprehensive wealth management is the cornerstone of her practice. Monolithe Wealth Planning Group focuses on strategies geared towards high net worth individuals, families and businesses. Focused on complex financial strategies and tax planning as a comprehensive tool to client’s overall financial landscape.

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In 2007, she and her partners went independent to be able to provide their clients with unbiased advice and services. Monolithe Wealth Planning Group was created with a vision of Comprehensive Wealth Planning with a holistic approach and providing independent unbiased advice. Top notch client service is one of the top priorities at Monolithe Wealth Planning Group.

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In her free time, she likes to spend time with her family. Her husband is a Business and Tax Advisor, so they complement each other very well. Her daughter is a sophomore in high school playing competitive golf. Jane spends most of her free time watching her daughter play golf for her high school varsity team and tournaments. Her son is in middle school and plays travel baseball, is competitive in jiu-jitsu and enjoys flag football. Jane and her husband are involved with various philanthropic organizations focused on children in foster care locally and globally.

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