Bianca Sophie San

Employer firm

Monument Wealth Management CRD 159882

$648M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 02/2023
  Amj Financial Wealth Management
  Leesburg, VA
• 07/2015 → 05/2019
  Virginia Tech
  Blacksburg, VA
• 05/2018 → 08/2018
  Amj Financial Wealth Management
  Leesburg, VA
• 07/2025 → Present
  Monument Wealth Management
  Alexandria, VA
• 02/2023 → 06/2025
  Cassaday & Company
  Mclean, VA
• 06/2017 → 08/2017
  Gates Hudson
  Crystal City, VA
• 02/2023 → 07/2025
  Osaic Wealth
  Mclean, VA

Previous Registrations

• 2023-07-17 → 2025-07-01
  Cassaday & Company, Inc.
  Mclean, VA
• 2021-12-17 → 2023-02-10
  Amj Financial Wealth Management Llc
  Leesburg, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-09

Designations

• Certified Financial Planner

Other Names

• Bianca Sophie San
• Bianca S San