Vice President
Current
Apr 2024 - Present
AeroLeads people directory · profile
Daniel Monzi, Cfp®, Aif®, Crpc® Email & Phone Number
Financial Advisor at ICG next - A private financial services firm.
at
ICG next
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor at ICG next - A private financial services firm.
Location
New York City Metropolitan Area, United States
Company size
Who is Daniel Monzi, Cfp®, Aif®, Crpc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Monzi, Cfp®, Aif®, Crpc® is listed as Financial Advisor at ICG next - A private financial services firm. at ICG next, a with 9 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Daniel Monzi, Cfp®, Aif®, Crpc®.
Daniel Monzi, Cfp®, Aif®, Crpc® previously worked as Vice President at Icg Next and Financial Advisor at Icg Next. Daniel Monzi, Cfp®, Aif®, Crpc® holds Bachelor Of Arts (B.A.), Economics from Binghamton University.
Company email context
Email format at ICG next
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ICG next
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Profile bio
About Daniel Monzi, Cfp®, Aif®, Crpc®
Experienced LPL Financial Planner with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Customer Service, Time Management, Investments, Financial Analysis, and Leadership.CRPC conferred by College for Financial Planning.Daniel Monzi is a Financial Advisor with and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Daniel Monzi, Cfp®, Aif®, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Icg Next
4 roles
Daniel Monzi, Cfp®, Aif®, Crpc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Mar 2020 - Present
Paraplanner
May 2017 - Mar 2020
Financial Advisor
Jun 2016 - May 2017
Team & coworkers
Colleagues at ICG next
Other employees you can reach at icgnext.com. View company contacts for 9 employees →
EF
Esai Ferguson, Cfp®
Colleague at Icg NextEstero, Florida, United States
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MB
Maxwell Bonevento, Crpc®, Aif®
Colleague at Icg NextBrick, New Jersey, United States
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AL
Andrew Laspina, Crpc®, Aif®
Colleague at Icg NextPoint Pleasant Beach, New Jersey, United States
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BM
Brittany Melillo
Colleague at Icg NextNew York City Metropolitan Area, United States
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DP
Debbie Pica
Colleague at Icg NextBelmar, New Jersey, United States
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CK
Chris Kellett, Cfp®, Crpc®
Colleague at Icg NextBelmar, New Jersey, United States
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BL
Brandon Laday, Crpc®, Aif®
Colleague at Icg NextBelmar, New Jersey, United States
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IN
Icg Next - Financial Advisors, Wall, Nj
Colleague at Icg NextBelmar, New Jersey, United States
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JC
James Costabile, Crpc®, Cltc, Aif®
Colleague at Icg NextBelmar, New Jersey, United States
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Esai Ferguson, Cfp®
Colleague at Icg NextEstero, Florida, United States
View →
MB
Maxwell Bonevento, Crpc®, Aif®
Colleague at Icg NextBrick, New Jersey, United States
View →
AL
Andrew Laspina, Crpc®, Aif®
Colleague at Icg NextPoint Pleasant Beach, New Jersey, United States
View →
BM
Brittany Melillo
Colleague at Icg NextNew York City Metropolitan Area, United States
View →
DP
Debbie Pica
Colleague at Icg NextBelmar, New Jersey, United States
View →
CK
Chris Kellett, Cfp®, Crpc®
Colleague at Icg NextBelmar, New Jersey, United States
View →
BL
Brandon Laday, Crpc®, Aif®
Colleague at Icg NextBelmar, New Jersey, United States
View →
IN
Icg Next - Financial Advisors, Wall, Nj
Colleague at Icg NextBelmar, New Jersey, United States
View →
JC
James Costabile, Crpc®, Cltc, Aif®
Colleague at Icg NextBelmar, New Jersey, United States
View →
2 education records
Daniel Monzi, Cfp®, Aif®, Crpc® education
Bachelor Of Arts (B.A.), Economics
Education record
St. Peters Boys High School
FAQ
Frequently asked questions about Daniel Monzi, Cfp®, Aif®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Daniel Monzi, Cfp®, Aif®, Crpc® work for?
Daniel Monzi, Cfp®, Aif®, Crpc® works for ICG next.
What is Daniel Monzi, Cfp®, Aif®, Crpc®'s role at ICG next?
Daniel Monzi, Cfp®, Aif®, Crpc® is listed as Financial Advisor at ICG next - A private financial services firm. at ICG next.
Where is Daniel Monzi, Cfp®, Aif®, Crpc® based?
Daniel Monzi, Cfp®, Aif®, Crpc® is based in New York City Metropolitan Area, United States while working with ICG next.
What companies has Daniel Monzi, Cfp®, Aif®, Crpc® worked for?
Daniel Monzi, Cfp®, Aif®, Crpc® has worked for Icg Next and Mcadam Financial.
Who are Daniel Monzi, Cfp®, Aif®, Crpc®'s colleagues at ICG next?
Daniel Monzi, Cfp®, Aif®, Crpc®'s colleagues at ICG next include Esai Ferguson, Cfp®, Maxwell Bonevento, Crpc®, Aif®, Andrew Laspina, Crpc®, Aif®, Brittany Melillo, and Debbie Pica.
How can I contact Daniel Monzi, Cfp®, Aif®, Crpc®?
You can use AeroLeads to view verified contact signals for Daniel Monzi, Cfp®, Aif®, Crpc® at ICG next, including work email, phone, and LinkedIn data when available.
What schools did Daniel Monzi, Cfp®, Aif®, Crpc® attend?
Daniel Monzi, Cfp®, Aif®, Crpc® holds Bachelor Of Arts (B.A.), Economics from Binghamton University.
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