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OUR TEAM

Daniel J. Monzi

Daniel J. Monzi

Daniel J. Monzi

CFP®, AIF®, CRPC®

Financial Advisor

732-359-3838
732-359-3839
danielm@icgnext.com

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.

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℠

View Definitions

 

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.

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