Mouna Annazri, CRPC®, FPQP®
Senior Associate
Client Advisory & Service
Mouna provides a high-level personalized approach to delivering exceptional service to TwinFocus’ multigenerational families and assists with their day-to-day financial needs. She works closely with the firm’s Directors and Investment teams to support and execute each family’s unique financial goals.
For nearly two decades, Mouna has cultivated extensive knowledge of retail and commercial banking, corporate credit, and wealth management services. She is a Certified Retirement Planning Counselor (CRPC®), a Financial Paraplanner Qualified Professional (FPQP), and she has completed the Financial Planning Association’s Externship. Mouna graduated from ISFOTEG: BBA: Institut Supérieur de Formation aux Techniques de Gestion - Morocco, and holds an Associate degree from the Université Abdelmalek Essaâdi: Faculté des Sciences Juridiques, Economiques et Sociales.
Get to know Mouna.
What do you enjoy most about your job?
I enjoy servicing our clients and helping them achieve their financial goals and the lifestyle they desire. I get great fulfillment in helping others get closer to achieving their goals.
What unique personal skills make you great at your role at TwinFocus?
My unique skill is understanding people’s styles and reading their personalities, which helps me approach them accordingly.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would be a person of service to the people around me.
What do you enjoy doing outside of work?
I like to spend time with my family and friends, exercise, and travel.
What personal accomplishments are you most proud of?
I am proud of raising my two sons to become successful and respectful gentlemen.