Monocot Wealth Management
Joseph Teurlings, CFA® CFP® CIMA ChFC
Founder and Managing Partner
Joe Teurlings was born in the Netherlands and lived there for the first 30 years of his life. After college, he worked for 11 years as a management consultant, engagement manager, business case analyst and vice president for Cap Gemini, a global management consulting firm. Through that experience, he worked in many countries and gained valuable insight into how large companies work and how their executives think. In addition to English, Joe is fluent in Dutch, German and French.
After marrying his wife, who is from Westlake Village, Joe transferred to the United States in 1998. As time passed, he grew weary of the frequent travel required for his job and became more interested in the idea of helping individuals reach their financial goals. Joe made the decision to change his career focus to wealth management.
As his experience grew through his work with two top-tier, global wealth management companies (Morgan Stanley and UBS Financial Services, Inc.), he increased his value to his clients and employers by completing the rigorous requirements to earn four of the most prestigious designations in the financial services industry: Chartered Financial Analyst (CFA), a designation only a small percentage of financial services professionals attain; Certified Financial Planner (CFP); Certified Investment Management Analyst (CIMA), a certification he received from the Wharton Business School; and Chartered Financial Consultant (ChFC).
As a result of his diligence and hard work, Joe rose through the ranks of his wealth management firms from an entry level position to Senior Vice President at UBS Financial Services Inc. before deciding to go independent and form Monocot Wealth Management.
Licenses and Exams:
We believe we need to make money for our clients and we need to do that regardless of the economic environment. That includes down-market situations, where we not only work to protect our clients’ assets but to actually continue to grow them whenever possible.
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