ALLY ONG
Client Service Specialist
Ally is a Client Service Specialist at Monograph Wealth Advisors, where she focuses on building meaningful client relationships and delivering a high level of operational support. With a background at firms like Evoke Advisors, Miracle Mile Advisors, and Charles Schwab, Ally has extensive experience working closely with ultra-high-net-worth individuals and families and is always aiming to enhance the overall client experience.
Ally earned her Bachelor of Arts in Business Economics with a minor in Management from the University of California, Irvine, is Series 65 licensed, and currently working towards the CFP® certification. Ally grew up in Los Angeles and currently resides in Culver City. Outside of work, you can find her exploring new restaurants, traveling to new places, or spending time outdoors, whether it’s hiking, beach days, or just enjoying the California sunshine.
O: 310.496.7377 C: 310.955.4725 E: ally@mgwealth.com
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.