Mona Puch Financial Representative

Mona Puch Financial Representative Getting organized; it’s the crucial first step to see exactly where you stand financially and make improved financial decisions.

Check out this tool to get started today. https://www.livingbalancesheet.com/lbsVision/lite/RamonaPuch I value relationships based on trust and service as a financial professional. I empower families and business owners to protect and grow their wealth through financial guidance and education. To me, legacy and wealth are about more than money; it is time with the people you love, freedom to say y

es to the things you want to, and making an impact with what we have. After 14 years of protecting communities and families as a law enforcement officer, my intentional focus is living a life of faith, humble service, and purpose. I have a heart for veterans, First Responders, and families dealing with aging parents. I am involved in several community organizations and am especially passionate about big dogs and beach vacations. I have an associate’s degree in law enforcement, a bachelor’s degree in criminal justice, and am an M.DIV candidate at Liberty Univ. Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
06/15/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
06/13/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Starting out in your career? These tips can help you figure out how to manage your finances
06/08/2026

Starting out in your career? These tips can help you figure out how to manage your finances

If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

How cool is it that the same God that created mountains and oceans and galaxies thought that the world needed one of you too.

Whether you’re a casual content creator or starting to turn your side hustle into something more, making money on social...
06/06/2026

Whether you’re a casual content creator or starting to turn your side hustle into something more, making money on social media can be exciting. But if you treat every check like it’s a jackpot, it won’t last. Here are tips for managing your social me

Learn ways to protect and grow the money you’ve made on social media

The holidays can put a strain on your finances. Here’s how to help make gift-giving less stressful
06/01/2026

The holidays can put a strain on your finances. Here’s how to help make gift-giving less stressful

Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready —...
05/30/2026

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready — and is your business ready — for that change? It’s never too early to start strategizing succession and transition plans. Here ar

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
05/25/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

FDIC insurance was designed to protect your deposited funds, but do you know how?
05/23/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Do you know the difference between a global mutual fund and an international mutual fund?
05/18/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

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(651) 283-2962

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