MONUMENTAL FINANCIAL PLANNING - Key Persons
Adam has been with LPL Financial since 2016, bringing with him a wealth of marketing, public relations and management experience. Adam is responsible for providing support to the wealth managers, serving as a point of contact for clients, assisting with special projects, and providing account administration. Adam graduated from SUNY Albany. He currently resides in Woodbridge, Virginia with his wife and son. Adam enjoys travel, cooking, playing music and spending time with family in his spare time.
Job Titles:
- Managing Director Wealth Advisor
Serving as a trusted Wealth Advisor, John is committed to helping individuals and families work toward achieving their specific financial goals and objectives. Patient and thorough, John works closely with his clients to understand their personal circumstances, overall financial situation, risk tolerance, and liquidity requirements - all so he can identify customized strategies that seek to meet their specific needs.
Utilizing high-quality investment and insurance products, John leverages the full resources of LPL Financial to provide comprehensive guidance and portfolio construction for clients seeking assistance as they consider or transition into retirement, establish a special needs trust, or simply plan for the future. John explains, "Together with LPL Financial, my goal is to exceed client expectations at all times - while providing ethical and valued financial advice. As an experienced investment professional, I am committed to making your journey towards financial success as easy as possible."
John received his Bachelor of Business Administration degree in Finance from St. John's University in New York City and has over 35 years of experience in the financial services industry. He holds his FINRA Series 7, 63 and 65 registrations through LPL Financial, as well as his Life and Health Insurance licenses.
As an Associate Wealth Advisor at Monumental Financial Planning, Nina serves the firm's clients with a passion. She has a background in client care, relationship management, and employee engagement, and specializes in building and nurturing deep relationships with clients.
From a young age, Nina learned the importance of financial competence and literacy. She wanted to make sure that those around her knew the ins and outs of personal finances, even something as simple as saving. Nina values the importance of goals-based planning and strives to help others through education.
Nina holds her Series 7, 66, and Life & Health Insurance Licenses, and she is working towards the Certified Financial Planner (CFP) exam. She has a degree in Business Management and Leadership from George Mason University where she graduated Magna Cum Laude in 2020. Outside of work, Nina enjoys going to musicals and concerts and spending time with family and friends. She is an avid reader and pet parent and currently resides in Northern Virginia.
Job Titles:
- Client Service Coordinator
- the Team 's Client Services Coordinator
Omaid joined Monumental Financial Planning as the team's Client Services Coordinator in 2019. He began his career at Morgan Stanley in 2009, directly out of college. His years of experience with a variety of teams and clients has allowed him to be adaptable and resourceful, strategically tackling the most complex of issues. As an essential member of Monumental Financial, Omaid is responsible for providing support to meet the select needs of clients.
Throughout the years, Omaid has developed and refined his innate desire to connect with people, allowing him to ensure that clients are heard and seen. His genuine care and compassion allow for people to feel the security that Monumental Financial provides when working for its clients. Omaid currently resides in Northern Virginia and thoroughly enjoys spending time with his young family and tight-knit group of friends.