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Meet Our Team

Michael | Certified Planner | PlanWealth Financial Group

Michael Nisivoccia CFP®

Partner
Mike@plan-wealth.com
Robert Lamperti | Partner | PlanWealth Financial Group NJ

Robert Lamperti CFP®, AIF®

Partner
Rob@plan-wealth.com
Mark Stanic | Senior Paraplaner | PlanWealth Financial Group

Mark Stanic

Senior Financial Paraplaner
Mark.s@plan-wealth.com
Shannon Mills | Client Manager | PlanWealth Financial Group

Shannon Mills

Client Relationship Manager
Shannon.m@plan-wealth.com
Tori | Client Services Associate | PlanWealth Financial Group

Tori Reade

Client Services Associate
tori.r@plan-wealth.com

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website 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.

LPL Financial Form CRS | BrokerCheck

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