Monica Cervantes has held the title Member at Pax Financial Group since January 2025, is not listed as a control person, but directly owns under 5% of the firm. Monica Cervantes holds a Masters in Accounting from the University of the Incarnate Word.
Pax Financial Group, LLC is a San Antonio, TX firm with $747M under management, 1,350 clients and 11 advisers across 3 offices, as of its June 2026 filing.
Monica Cervantes is Financial Advisor of PAX Financial Group, based in San Antonio, Texas. She works with individuals and families on retirement planning, tax-efficient wealth strategies, estate planning considerations and long-term wealth preservation. She has more than a decade of experience and a background in public accounting, and has specialized experience helping clients with the financial complexities of divorce.
Monica Cervantes’ longest registration is the current one, 5 years at Pax Financial Group since 2021. Before joining Pax Financial Group in 2021, Monica Cervantes was registered through Brent Forrest & Associates, L.L.C.
- Pax Financial GroupCurrent– present · 5 yearsSan Antonio, TX · Adviser representative · Firm CRD 284164
- Brent Forrest & Associates, L.L.C.– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 126266
Professional designations
Listed by Pax Financial Group
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Monica Cervantes is registered as an investment adviser representative in Texas, since May 2021.
- TexasSince 12 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Monica S. Cervantes
- CRD
- 6430281
- Firm
- Pax Financial Group · CRD 284164
- Role
- Member
- Office
- 270 NORTH LOOP 1604 EAST, SUITE 200, San Antonio, TX 78232
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paxfinancialgroup.com
Where does Monica Cervantes work?
Monica Cervantes has held the title Member at Pax Financial Group, LLC since January 2025.
Is Monica Cervantes a financial advisor?
Yes. Monica Cervantes has a current investment-adviser registration in Texas, through Pax Financial Group since May 2021.
How many years of experience does Monica Cervantes have?
Monica Cervantes has 6 years in the financial industry, since June 2020, across 2 adviser firms.
What exams has Monica Cervantes passed?
Monica Cervantes passed the Series 65 in May 2020.
Where did Monica Cervantes work before Pax Financial Group?
Before Pax Financial Group, Monica Cervantes was registered through Brent Forrest & Associates, L.L.C., May 2020 to April 2021.
Where is Monica Cervantes based?
Monica Cervantes’ registered office is in San Antonio, TX.
Is Monica Cervantes registered with FINRA?
No. Monica Cervantes has no current broker registration.
How can I verify Monica Cervantes’ record?
Search CRD 6430281 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Monica Cervantes’ full registration record.
