Mona Fahmy, MBA, CFS, AIF®
Mona is a senior financial advisor at TandemGrowth Financial Advisors, LLC, and leads our firm’s financial planning operations. Mona began working with Jeff even before TandemGrowth was formed when he hired her to oversee client service requests in 1998. When Jeff formed TandemGrowth in 2003, Mona made the move with him. Since then, she has advanced her career and expanded her knowledge by serving in a range of financial planning and investment advisory functions. Her expertise is in helping clients clarify their values, define their financial goals, and align their actions and resources with their goals. Mona also sits on the investment committee, working closely with Jeff to develop TandemGrowth’s investment strategy.
Mona believes strongly in the need for families to have a complete financial plan and a carefully structured, tax-efficient investment strategy to help preserve and grow their assets. Throughout her career in financial services, she has combined her sharp technical and analytical skills with her love for client service—a passion that is manifested in her dedication to working closely with each client to help attain their life goals.
A native of Athens, Georgia, Mona received her bachelor’s degree in international business from the University of Georgia. After graduation, she traveled to Egypt to pursue a master’s degree in business administration at the American University in Cairo. While overseas, she worked as a global marketing assistant for Citibank and a market research consultant for Coopers and Lybrand. A proud member of the Financial Planning Association (FPA), she is a Certified Fund Specialist (CFS) and has earned the Accredited Investment Fiduciary (AIF®) designation. She is currently enrolled in the College of Financial Planning’s Certified Financial Planner program.
Mona lives with her family in Alpharetta and is actively involved in the activities of her two children. She enjoys cooking and entertaining friends and relatives.