At Meconi Financial Management & Advisory, our hope is to empower our clients to achieve their financial goals through personalized financial planning, tailoring to each client’s unique needs and fostering collaborative relationships built on trust and transparency.


Our advisors

Arthur Meconi

CRPC, CDFA®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Arthur Meconi Visit Arthur Meconi's website


Our team

Jenn Meconi

Jenn Meconi

Practice Manager,

Marketing Specialist
Linda Segura

Linda Segura

Client Service Specialist

Vikram Agarwal

Vikram Agarwal

Financial Planning Analyst