As a Client Service Associate, Mouna supports the wealth managers and serves as a trusted point of contact for clients. She also manages daily account maintenance, fulfills client requests, and provides operational support.

Mouna joined Boston Financial Management with an extensive background in wealth management, having most recently served as a Senior Associate in Client Advisory at TwinFocus Capital. She has also held various roles at Eastern Bank.

Mouna received a Bachelor’s degree from the Institut Supérieur de Formation aux Techniques de Gestion and an Associate’s degree from the University Abdelmalek Essaadi Faculte des Science Juridique Economiques et Social, both located in Morocco.

Industry Accreditations & Affiliations

Chartered Retirement Planning Counselor (CRPC)

Financial Paraplanner Qualified Professional (FPQP®)

Personal Interests

Mouna loves spending time with her two sons and close friends. She also enjoys yoga, meditation, and hiking.