COCO LORENZO, CFP®
Partner & Director of Client Services
Coco Lorenzo advances the construction and implementation of wealth strategies, advocating diligently for the select group of families and institutions under the firm’s advisement. She guides the realization of client priorities with precision and accuracy, in addition to training and encouraging high standards of execution among the members of the Monograph client service team.
Coco began her career in the financial services industry in 2000, subsequently gaining a range of skills and experience as one of the founders of Stonemark Wealth Management, LLC in 2009. Her experience during the Great Recession fueled her desire to engage a more robust approach to financial planning, especially as it applies to complex family structures. As a result, she is passionate about financial planning and empowering families to avoid pitfalls that could damage their carefully constructed future plans. Coco received her bachelor’s degree from University of California, Santa Barbara with Highest Honors, and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Coco, a South Bay native, is an avid reader and enjoys attending live music concerts with her husband, Bryan, a documentary filmmaker. They live in Los Angeles with their two daughters.
O: 310.496.7377
E: coco@mgwealth.com