Joseph Teurlings, CFA® CFP® CIMA
Founder and President

e: jteurlings@monocotwealth.com
p: 805-366-3483

Joe Teurlings was born and raised in the Netherlands , where he resided for the first 30 years of his life. After college, he worked for over a decade as a management consultant, engagement manager, business case analyst and vice president for Cap Gemini, a global management consulting firm. He was involved in engagements in many countries and gained valuable insight into how large companies work and how executives think. In addition to English, Joe is fluent in Dutch, German and French.

After marrying his wife from Westlake Village, California, Joe moved to the United States. As time passed, he grew weary of the frequent travel required for his job and became more interested in the idea of helping individuals reach their financial goals.  Joe made the decision to change 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: Chartered Financial Analyst (CFA), a designation only a small percentage of financial services professionals attain; Certified Financial Planner (CFP), a must have for any financial advisor; and Certified Investment Management Analyst (CIMA), a certification he received from the Wharton Business School.

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.

Education:

• Master’s degree (M. Sc.) in industrial engineering and business administration
• Chartered Financial Analyst (CFA): A professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. Before you can become a CFA charterholder, you must have four years of investment/financial career experience. To enroll in the program, you must hold a bachelor’s degree. The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.
• Certified Financial Planner (CFP): The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board).
• Certified Investment Management Analyst (CIMA): This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. Only individuals who are investment consultants with at least three years of professional experience are eligible to try to obtain this certification, which signifies a high level of consulting expertise.

Experience:

• 20 years of wealth management experience at Morgan Stanley, UBS Financial Services, Inc. and Monocot Wealth Management.
• 11 years of management consulting experience: Volmac and Cap Gemini.

Licenses and Exams:

• Series 7, 66 Exams (AZ, CA, CO, FL, GA, HI, ME, NV, NY, OR, TX, UT, VA, WA)
• Life and Health Insurance Licensed: CA (#0D65846), FL, GA, OH, OR, TX
• Real Estate Broker’s license (CA)