Financial Advisor

Monica Cervantes

MSA, BFA™
We are what we repeatedly do. Excellence, then, is not an act, but a habit. – Aristotle

Monica Cervantes joined PAX Financial Group in 2021. In her role as a Financial Advisor, her ultimate goal is to help the people in her community succeed in life and live to their full potential.

Born and raised in Mexico, Monica moved to the United States in 2007 and became naturalized in 2016. Monica obtained her Master’s in Accounting at the University of the Incarnate Word and has a decade of experience in the finance and accounting industry.  Monica decided to join PAX Financial Group because the company has many values that align with her own.

Monica is currently in the process of obtaining her CFP certification and is a CPA candidate. She serves on the board for the Financial Planning Association and is an active member with the Texas Society of Certified Public Accountants.

When not at work, Monica attends fundraisers and events to support various nonprofits around the area. She is a Frontier Club Committee member with the San Antonio Stock Show and Rodeo and serves on the executive board for Aid the Silent, a non-profit benefiting deaf and hard of hearing children and teenagers.

Outside of San Antonio, Monica also belongs to Plan Cuatro Cienegas 2040. She is the Godmother of a child in Coahuila, Mexico, sending monthly support for his development in family, health, education, and work.

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.