Monograph Wealth Advisors, LLC

Sean Shannon is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC, a financial planning software company, by providing software and strategy improvements. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a customized investment approach focused on asset allocation and risk management, utilizing both in-house management and selected sub-advisors.

Miguel Irazabal is a CFP® professional with three years of industry experience, currently advising clients at Monograph Wealth Advisors, LLC since 2021. He previously worked at Capital Group Private Client Services for seven years and has also held positions at Oakmont Corporation. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering tailored investment advisory and wealth planning services. The firm specializes in bespoke investment policy statements and incorporates alternative investments and a proprietary wealth-management SaaS platform in its approach.

William Martinet is a financial advisor with Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He holds Series 63 and Series 65 designations and has 12 years of industry experience. His prior firms include Cresset Asset Management, Evoke Wealth, and First Republic Investment Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm creates bespoke investment policy statements and manages accounts with a focus on asset allocation, third-party sub-advisors, and alternative investments.

Matthew Haefner is a CFP® with 15 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2016, following prior roles at Oakwood Capital Management LLC and Credit Suisse Securities (USA) LLC. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory and wealth planning services. The firm emphasizes bespoke investment policies, asset allocation, and access to alternative investments, integrating a wealth-management software platform to support client delivery.

Joseph Chrisman is a CFA® charterholder with 15 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC by providing software and strategy improvements for a financial planning platform. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients with investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke Investment Policy Statements and an asset-allocation-focused process, implementing strategies through in-house management and selected sub-advisors while offering comprehensive foundation support.

Alexandra Ong is a financial advisor at Monograph Wealth Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, Miracle Mile Advisors, and Charles Schwab. Outside of advisory roles, she has been involved with the Fulfillment Fund and had a role at Peace Halo Jewelry. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments, combining these with technology platforms and selective use of options, margin, and private funds.

Alexander Yaftali is a CFA® charterholder with four years of industry experience, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph Wealth Advisors since 2015, holding various roles within the firm. Outside of his advisory work, he is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments as part of its integrated wealth-management approach.

Scott Koch is a Series 65-licensed advisor at Monograph Wealth Advisors, LLC with one year of industry experience. Prior to joining Monograph, he was involved with the Reissa Foundation for nine years. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, utilizes third-party sub-advisors, and incorporates alternative investments and a wealth-management SaaS platform in its client solutions.

Coco Lorenzo is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2018 and previously held roles at The Leaders Group Inc and Stonemark Wealth Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements and employs asset allocation, third-party sub-advisors, and alternative investments as appropriate.