Monica Aileen Kaufman

Monica Kaufman, CFP®
Director of Financial Planning | Founder, Harmony Wealth Academy

Monica Kaufman believes that every woman deserves the clarity, confidence, and freedom that come from truly understanding money. As a Certified Financial Planner® and the Director of Financial Planning at Harmony Asset Management, she has spent more than two decades guiding women leaders, entrepreneurs, and families through the complexities of wealth.

Her passion is helping women rewrite their money stories—shifting from stress and self-doubt to strength, vision, and lasting financial independence. Through the Harmony Wealth Academy, Monica created a pioneering program that blends behavioral science, financial strategy, and personal coaching to transform the way women think, feel, and act around money.

Monica’s work is deeply shaped by her personal journey: building her career while navigating her husband’s severe clinical depression, raising two sons, and learning firsthand the role resilience plays in leadership and financial stability. Today, she speaks and teaches nationally on the link between responsibility and freedom, showing women that money is not just numbers—it’s a tool for influence, leadership, and legacy.

Her message is simple: when women master their relationship with money, they unlock the power to lead boldly, live intentionally, and create impact that lasts for generations.