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Join the Dana Point Chamber of Commerce for a ribbon cutting ceremony on Tuesday, August 19 at 3:00pm as we celebrate the 25th Anniversary and office relocation of Life By Design Investment Advisory Services.
Please click the blue Register button to RSVP.
About Life By Design Investment Advisory Services:
Life By Design Investment Advisory Services, proudly celebrating 25 years in Dana Point, specializes in Retirement Wealth Management, simplifying the process of aligning your goals with your financial plan. Our holistic approach goes beyond traditional asset management, focusing on immediate and long-term needs, effective tax strategies, and ensuring plan protection for the longevity and growth of your wealth. Partnering with us means choosing a firm that not only understands the intricacies of wealth management but also deeply values and incorporates your personal aspirations and unique life narratives into every financial strategy.
About Monique Marshall:
Monique Marshall is a seasoned financial advisor with over 30 years of experience guiding individuals and families toward lives filled with purpose and intention. She is the founder and president of Life By Design Investment Advisory Services, a firm based in Dana Point, California—chosen deliberately to reflect her values and her commitment to helping others create a “Life By Design, not by default.”
Monique’s philosophy is simple yet profound: everyone deserves a life they don’t need to escape from. Her approach to financial planning is holistic, placing her clients’ deepest goals, passions, and values at the center. This has led to a distinctive, client-centered methodology that supports clients in designing fulfilling lives, especially as they prepare for or transition into retirement.
Working with retirees and pre-retirees is her true passion. She holds advanced designations such as Retirement Management Advisor® (RMA®) and Accredited Investment Fiduciary® (AIF®). Her expertise extends to behavioral finance, conflict resolution, and mediation—enabling her to navigate complex financial landscapes while forging meaningful connections with her clients.
A native of Southern California, Monique finds daily inspiration in the natural beauty of Dana Point. Whether paddle-boarding its harbors or engaging in philanthropic outreach, she embodies the principles she teaches—balancing professional purpose with personal fulfillment. Her love for the outdoors and the arts is a testament to her belief in crafting a well-lived life, both for herself and for those she advises.
Date and Time
Tuesday Aug 19, 2025
3:00 PM - 3:45 PM PDT
Location
Life by Design Investment Advisory Services
34179 Golden Lantern #102
Dana Point, CA 92629
Contact Information
Katie McGann, Dana Point Chamber of Commerce (949) 496-1555
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