Monica C. Lupinetti, CDFA®
Partner, Wealth Advisor
Monica is a Wealth Advisor, Partner and member of the Leadership Team. Her expertise centers around dynamic and comprehensive retirement and estate planning for HNW clients and Business Owners. Monica oversees our investment partners, conducts ongoing due diligence, and collaborates on portfolio design and ongoing monitoring and management. She also plays an active role in our 401K services providing participant education and investment committee advice.
Monica is an advocate for women’s financial literacy and independence. She enjoys working with married couples and encourages all parties to participate in family finances, successful female professionals who do not always have the time to maximize their wealth and women who are going through life changing transitions such as death of a spouse or divorce who need guidance during the process and ongoing mentoring as the steward of their family wealth. She has earned her Certified Divorce Financial Analyst ("CDFA") designation and believes that becoming financially empowered, particularly during a divorce, is critical to evaluating your options and attaining the best outcome.
Prior to joining the firm in 2006, Monica was Vice President and Senior Team Leader in the Corporate Strategic Planning Group of CoreStates Bank in Philadelphia, PA. She began her career in 1986 as a credit analyst and spent most of her time with CoreStates as a commercial lender in the Middle Market Asset-Based Lending Division working with companies with revenues of $10M-$250M. In that capacity, she built a solid accounting and tax foundation that serves her well as an Advisor. Prior to joining the Strategic Planning team, Monica spent two years managing the credit analyst training program and three years managing a Strategy & Marketing Team for a third-party payments processing subsidiary.
Monica is currently a member of the Advisory Council for the LaSalle University Business School and until recently was a member of the Financial Planning Committee of The Resource Group, an esteemed group of Top Advisors with her previous broker/dealer, Lincoln Financial. Over the years, she and her husband have also been active fund raisers for the HOLT adoption agency. She is FINRA Series 7 & 66 licensed and has her New Jersey life insurance license.
Monica is a graduate of LaSalle University, magna cum laude, majoring in Finance and receiving the “Finance Student of the Year” award. She lives in Haddonfield, with her husband, Martin, and their two children, Mya and Teo who are currently students at Rowan and Penn State University, University Park. In her free time, she enjoys live music, cooking, creating craft cocktails, tennis, golf, yoga, the beach and spending time with friends and family.