Monica A Kaufman
CFP/creator Harmony Wealth Academy
Monica Kaufman, CFP®, is the founder of Harmony Wealth Academy and Director of Financial Planning at Harmony Asset Management. With over 20 years of experience—from Merrill Lynch to Goldman Sachs—Monica combines behavioral science with financial strategy to help high-income women and young adults build real confidence with money. Her approach focuses on healing the relationship with money, making values-driven financial decisions, and mastering the system—not just the spreadsheet. Monica’s personal journey navigating career, caregiving, and legacy has shaped her belief that financial peace is possible when we align money with meaning.