John Moran at Monumental Financial Planning

John Moran

Vice President | 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.