Monika Mugg, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER® professional¹

Work Experience

• Joined MAI Capital Management in 2025
• Served as Partner of Evoke Advisors since 2019
• Advises wealthy families and institutional investors since 2005
• Joined First Republic Bank as a wealth manager through its acquisition of Luminous Capital in 2012
• Began her financial services career at Merrill Lynch in the Private Banking and Investment Group and was part of the team who started Luminous Capital in 2008
• Previously served as a Manager at Accenture, where she worked with senior executives to implement strategic programs for technology companies

Life Outside of MAI 

• Leadership roles and former board member of the Manhattan-Hermosa chapter of National Charity League
• Active participant of the South Bay chapter of National League of Young Men
• Active in the National Multiple Sclerosis Society, where her husband serves on the Board of Trustees for the Southern California Chapter
• Resides in Manhattan Beach with her husband and two children

Education

• UCLA, BA in Economics with a minor in Accounting
• UCLA Extension, Certificate in Personal Financial Planning (with distinction)

¹CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.