Daniel J. Monzi
- 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.
- 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℠
CRPC conferred by the College for Financial Planning.
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