Monzon Wealth - Financial Planning with Purpose | Balancing Wealth & Well-Being

OUR MISSION

Our Mission:

To guide and empower individuals with the right financial knowledge and mindset to get money out of the way, so they can focus on what matters most in life.

We put the personal back in personal finance by guiding you to financial clarity, building confidence with each decision, and putting you fully in control of your money and your future.

Chris Monzon

President & CEO

Chris Monzon is the founder of Monzon Wealth and co-host of The FI Guys podcast. With a career built on empowering individuals to achieve clarity and confidence in their financial lives, Chris blends professional expertise with a personal passion for helping others live life on their terms.

After transitioning from an unfulfilling corporate role, Chris discovered the transformative power of financial independence (FI) and now dedicates his life's work to guiding others on a similar journey. Through Monzon Wealth, he specializes in working with a diverse group of people, helping them integrate their personal finances and mindset to build lives of purpose and impact.

Chris’s formal education in behavioral psychology uniquely equips him to address the emotional and psychological aspects of managing money. By understanding the underlying habits, fears, and motivations that influence financial decisions, Chris helps clients break through limiting beliefs and develop healthier relationships with their finances. This approach allows him to provide strategies that are not only practical but also deeply aligned with each client’s values and goals.

As a licensed fiduciary advisor with years of hands-on experience, Chris understands how overwhelming managing money can feel. He is driven by a mission to provide sound, unbiased, and personalized financial advice to those who are often overlooked by traditional financial experts.

Beyond his work at Monzon Wealth, Chris shares practical financial insights on The FI Guys podcast, teaches jiu-jitsu, devours books to continuously expand his knowledge, and cherishes time with his family, friends, three dogs, and cat. His mission is simple: to help as many people as possible eliminate financial stress and unlock the freedom to focus on what truly matters.

Privacy, Terms, and all the stuff our lawyers told us to say.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Empirikal. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Neither Empirikal Partners nor its affiliates (Monzon Wealth) offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

Nothing contained on this website constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in any investment product, vehicle, service or instrument. Such an offer or solicitation may only be made by delivery to a prospective investor of formal offering materials, including subscription or account documents or forms, which include detailed discussions of the terms of the respective product, vehicle, service or instrument, including the principal risk factors that might impact such a purchase or investment, and which should be reviewed carefully by any such investor before making the decision to invest.

Investing is subject to market risks. Investors acknowledge and accept the potential loss of some or all of an investment's value. Results not guaranteed.

Monzon Wealth LLC