Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

John Cortale

Private Wealth Advisor

Managing Director of Monumental Financial Planning
Learn more about John Cortale

John Martin Moran

Financial Advisor

Vice President of Monumental Financial Planning
Learn more about John Martin Moran

Nina Kamrani

Financial Advisor

Learn more about Nina Kamrani


Our team

Adam Mirza

Adam Mirza

Client Service Manager

Omaid Omar

Omaid Omar

Client Service Coordinator