Monique Long
Senior Registered Client Associate
Monique Long brings more than 24 years of experience in the financial services industry to her role as Senior Registered Client Associate. Since 2008, she has been an integral part of RJ Bernstein Wealth Management and continued in that role when RJ Bernstein joined TSG Wealth Management in March 2026.
Monique plays a key role in delivering exceptional client service and operational support. Known for her strength in client relationship management, she serves as a trusted liaison between clients and the advisory team, ensuring a seamless and responsive experience. Her attention to detail and dedication to excellence reflect her deep commitment to the clients and relationships she has helped support for more than two decades.
She holds her securities registration and life insurance license and remains focused on providing knowledgeable, dependable service aligned with the high standards of the practice.
CA Insurance License Number: 0D70981. Resident State: CA.