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Monica Piccininno, CWS®

Monica Piccininno, CWS®

Manager Financial Planning Operations & Associate Planner

Monica brings over 13 years experience in professional financial services to our practice. She has worked in client service roles for several major US financial institutions, and holds her Series 6, 63, & 65 securities licenses. Monica helps with client service requests, and works with our financial planning team as a paraplanner. She has earned the Certified Wealth Strategist® designation from Cannon Financial Institute, and applies her vast knowledge assisting Jason Vitucci with client planning & wealth management. Monica is originally from the mid-west and now resides in the Bay Area with her husband Anthony.