OUR TEAM
Daniel J. Monzi

Daniel J. Monzi
CFP®, AIF®, CRPC®
Vice President
Financial Advisor
732-359-3839
danielm@icgnext.com

Interests
I live in Asbury Park with my wife, Kim, our daughter, Frankie, and our dog, Charlie. We love being part of the vibrant Asbury community and can often be found walking through town, enjoying local restaurants, or attending neighborhood events. We’re fortunate to have close friends and family nearby and truly value the time we spend with them.
Most of my free time is devoted to our growing family, though I also make space to stay active through regular exercise, listen to podcasts, read both fiction and non-fiction, and get out for the occasional round of golf. Balancing family life with personal interests helps me stay grounded and focused—both personally and professionally. I’ve found that staying present in my own life helps me be more present and intentional in the work I do with clients.
What I enjoy most about my work is helping clients engage with their finances in a way that brings clarity, purpose, and direction. I work closely with individuals, families, and business owners to help them take meaningful ownership of their financial lives—building awareness, creating intentional strategies, and developing habits that support long-term success. I enjoy helping clients identify where they are today, clarify the direction they’re heading, and take actionable steps toward that future. Over time, it’s incredibly fulfilling to witness their progress—not only in terms of financial outcomes, but in the growing sense of confidence, clarity, and control they gain as they plan for their future and the future of their families.
Areas of Focus
- Wealth Preservation Strategies
- Investment Management
- Intergenerational Planning
- Business Retirement Plans
- Retirement Planning Strategies
- Estate Planning Strategies
Community Participation
- I am a board member of A Need We Feed, a local non-profit organization that provides fresh and nutritious meals to veterans, seniors, childrens and families in Ocean County, NJ.
- I am a member of an Asbury Park business group, Le Tip of Asbury Park, NJ, serving as group President from 2022-2025.
Qualifications
- Binghamton University, BA, Economics, 2016
- Series 63, Series 65, Series 7, Life & Health Certification held through LPL Financial
Awards & Recognition
- AdvisorHub 100 Next Gen Advisors to Watch (2024, 2025)
- FiveStarProfessional – Five Star Wealth Manager (2024, 2025)
- Five Star Wealth Manager Under 40, 2024
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
CRPC® Chartered Retirement Planning Counselor℠
The Chartered Retirement Planning CounselorSM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning CounselorSM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth managers do not pay a fee to be considered or placed on the final list of year 2024 Five Star Wealth Managers.
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.