Monica Piccininno, CWS®, CDFA

Monica has been building her career in financial services since 1995, and brings more than 30 years of expertise to our financial planning team. She began in client service roles with leading US financial institutions, earning her Series 6, 63, and 65 securities registrations. Monica is also a Certified Wealth Strategist® through the Cannon Financial Institute and a Certified Divorce Financial Analyst®. For over a decade, she has played a key role in our practice, working alongside Jason to guide clients through every stage of their financial journey.

Outside of work, Monica’s energy and curiosity shine just as brightly. She enjoys hosting and spending time with friends, as well as pursuing her many hobbies—baking, hiking, gardening, and playing piano. A unique passion of hers is amateur astronomy; she often spends evenings at the telescope exploring the night sky. Monica’s professional expertise and dynamic personality make her an invaluable part of our team.