Relationship Manager & Participant Education Specialist
“I thoroughly enjoy helping my clients plan for their financial future and making smart and timely decisions regarding their retirement, whether they are 25 or 55 years old. Having previously been a financial advisor, I understand the challenges clients face and am able to explain complex issues in simple and clear ways.”
Mona Jain is excited about assisting ACG’s 401(k) plan sponsors maximize the retirement benefits for their employees and to educate participants on retirement and financial planning. She serves as liaison between ACG and plan sponsors and participants to answer questions, explain the plans and educate on the options so that plan participants can fully utilize the retirement benefits provided by their employer. Additionally, Mona speaks Spanish and Hindi and is licensed to practice law in the state of Georgia.
Before joining ACG, Mona worked as a Financial Advisor for Prudential and spent over twelve years at the Internal Revenue Service in senior positions.
Mona holds the following licenses and designations.
- Uniform Combined State Law Exam (Series 66)
- Life, Health and Annuity Insurance Agent
- Inactive Member of the State Bar of Georgia
- Graduate, Juris Doctor, George Mason University
- Graduate, Bachelor of Arts, Oglethorpe University