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Marie Monroy

Retirement Plan Consultant

714.975.8322

Background & Experience

Originally from Vancouver, Canada, Marie eventually traded in her rain boots for flip-flops and made the move to sunny Southern California. It was there she met Jack and Jordan and began her journey with CrossPlans. Starting as an Assistant Administrator, Marie found the perfect opportunity to blend her passion for data with her talent for building meaningful client relationships.

Now happily rooted in Southern California with her husband, two daughters, and their beloved family dog, Marie and her family fully embrace the sunshine, diverse food scene, and frequent trips to Disneyland.

In her free time, Marie enjoys playing board games with her family—weekends often include a lively round or two of Monopoly. Their house rule? The winner has to clean up!

"Everyday I get up and look through the Forbes list of the richest people in America. If I'm not there, I go to work." - Robert Orben, Comedy Writer
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