Brandi Monroe

900 State St,, Suite 103
Erie, Pennsylvania 16501
United States
Office Phone: 814-425-5182
Member since 2020
Membership Type: IACP

Profession(s)

Financial Professional

Brandi is a Divorce Financial Analyst at Evident Financial, a fee-based independent Registered Investment Advisory firm. As a Registered Investment Advisor, Evident Financial is held to the highest standard of care in the financial services industry. As fiduciaries, we have a legal obligation to always do what is right for our clients - no investment products and no sales commissions.

Brandi has vast experience and knowledge in the areas of budgeting, retirement planning, and financial goal setting. She is part of a collaborative team helping divorcing individuals with finances pre-divorce, during divorce, and post-divorce. Brandi’s specialty is untangling the finances of a long-term marriage and bringing clarity to financial complexities.

Brandi is an Erie native. She is a graduate of Conneaut Lake High School and Penn State University and is working towards her MBA degree.
Before joining Evident Financial she spent the past three years with the Institute on Healthcare Directives as its Client Relations Director. She has ten years’ experience at Bankers Life and Casualty advising clients on long-term care, Medicare, life insurance, and securities.

Area(s) of Practice: budgeting, retirement planning, financial goal setting, divorce and insurance.
License(s): None

Professional Activities

Independent Council on Aging / Niagara Network

Undergraduate Education

Penn State University, 1988

Postgraduate Education

Penn State University