Monocot Wealth Management
Joseph Teurlings, CFA® CFP®
Founder and President
e: jteurlings@monocotwealth.com
p: 805-366-3483
Joe Teurlings was born and raised in the Netherlands, where he spent the first three decades of his life. After earning his degree, he began a successful career with Cap Gemini, a global management consulting firm, where he served in roles including management consultant, engagement manager, business case analyst, and vice president. Over more than a decade, Joe led and participated in international projects across multiple countries, gaining deep insight into how large organizations operate and how executives make decisions. In addition to English, Joe is fluent in Dutch, German, and French.
After meeting and marrying his wife from Westlake Village, California, Joe relocated to the United States. Over time, the extensive travel demands of consulting led him to seek a more personal and impactful path—helping individuals achieve their financial goals. This shift inspired Joe to transition his career focus to wealth management.
As his experience grew through his work with two top-tier, global wealth management companies (Morgan Stanley and UBS Financial Services, Inc.), so did his expertise. Joe earned some of the most prestigious designations in the financial services industry, most notably: Chartered Financial Analyst (CFA), a designation only a small percentage of financial services professionals attain, and Certified Financial Planner (CFP), a must have for any financial advisor.
Over the years, Joe rose through the ranks of his wealth management firms from an entry level position to Senior Vice President at UBS Financial Services Inc. before deciding to form his own independent registered investment advisory firm, Monocot Wealth Management.
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We believe we need to make money for our clients and we need to do that regardless of the economic environment. That includes down-market situations, where we not only work to protect our clients’ assets but to actually continue to grow them whenever possible.
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