Marie originally hails from the beautiful Vancouver, Canada where she learned the love and passion that is pension administration. After moving to Southern California, she was fortunate to meet Jack and Jordan and began her career at CrossPlans as an Assistant Administrator where Marie gets to utilize her love for data and connecting with clients.


Marie, along with her husband and 2 young daughters have made Cypress, California their new home and can’t get enough of the sunny SoCal days, endless restaurant options and of course, Disneyland.

Marie Monroy

Retirement Plan Associate


714-210-4164 ext. 803 Voice

714-975-8322 Direct

Nobody can be uncheered with a balloon.

- Winnie the Pooh

23041 Avenida de la Carlota, Suite 300

Laguna Hills, CA 92653


949.387.0611 Fax