OUR TEAM
Daniel J. Monzi
Interests
- I enjoy spending time with my wife Kim and both of our very large families.
- I have been involved with sports my entire life and closely follow several professional teams in the area.
- In my spare time, I enjoy maintaining my fitness through exercise, listening to podcasts and audio books of all types and taking advantage of living in Asbury Park, NJ and all it has to offer.
Areas of Focus
- Wealth Preservation Strategies
- Investment Management
- Intergenerational Planning
- Business Retirement Plans
- Retirement Planning Strategies
- Estate Planning Strategies
Qualifications
- Binghamton University, BA, Economics, 2016
- Series 63, Series 65, Series 7, Life & Health Certification held through LPL Financial
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- Accredited Investment Fiduciary®
- CRPC® Chartered Retirement Planning Counselor℠
Daniel J. Monzi is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
CRPC conferred by the College for Financial Planning.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
