Monica Cervantes MSA, BFA™, CDFA®, Author at PAX Financial Group

More about the author: Monica Cervantes MSA, BFA™, CDFA®

Monica Cervantes, MSA, BFA™, CDFA®, joined PAX Financial Group in 2021 with the ultimate goal of helping people in her community succeed in life and live to their full potential. With a specialty in gray divorce, she understands the unique financial challenges that come with late-in-life divorce and is committed to guiding clients through this life transition.

Putting Your Home in a Trust? Know the Tax Facts First

estate planning Financial Planning

by Monica Cervantes MSA, BFA™, CDFA® 7 Aug 2025

Putting Your Home in a Trust? Know the Tax Facts First

When it comes to estate planning, many homeowners want to make smart decisions to protect their assets and ensure a smooth transfer to loved ones....

Planning a Fresh Start: Financial Strategies for Life After Divorce

Financial Planning

by Monica Cervantes MSA, BFA™, CDFA® 24 Mar 2025

Planning a Fresh Start: Financial Strategies for Life After Divorce

Divorce can bring about a profound shift in nearly every aspect of life, particularly when it happens later in life. Beyond the division of assets...

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.

Talk with Us Today!

Investment Advisory Services are offered through PAX Financial Group

This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact PAX Financial Group at 210-881-5700.