OUR TEAM
Daniel J. Monzi
Daniel J. Monzi
CFP®, AIF®, CRPC®
Vice President
Financial Advisor
732-359-3838
732-359-3839
danielm@icgnext.com
Interests
I currently live in Asbury Park with my wife Kim. You can typically find us walking our dog Charlie through town or supporting our community at local events. While we enjoy spending as much time in Asbury as possible, we also love to travel, particularly to destinations that offer access to the amazing National/State park system we have throughout the United States. In my spare time, I also enjoy maintaining my fitness through exercise, listening to podcasts, reading or getting out for a round of a golf.
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 also the President of an Asbury Park business group, Le Tip of Asbury Park, NJ.
Qualifications
- Binghamton University, BA, Economics, 2016
- Series 63, Series 65, Series 7, Life & Health Certification held through LPL Financial
Awards & Recognition
- 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.
