Our Team

Mounia Mokdad, CFP®

Mounia Mokdad, CFP®, Associate Advisor

Mounia Mokdad is an Advisor Associate at Joel Isaacson & Co. where she started as staff administrator. She supports and assists CEO David Peltz. She earned a BBA from the Zicklin School of Business in Baruch College with a major in Economics and a minor in Political Science. While attending school, she worked as office manager for the asset management branch of a private Swiss bank. Before moving to New York, Mounia attended a pre- engineering program majoring in Physics and Chemistry in her native Morocco and then switched to a career in management. She is currently working on her CFP certification.

In her free time, Mounia enjoys teaching her daughters different languages, experimenting with new cuisines and watching endless soccer games with her husband.

I take pride in getting to know our clients and be there to answer their questions and help manage their families’ requests. Every day is an opportunity for me to learn and grow alongside a very talented team.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.