Monument Wealth Management’s David B. Armstrong, CFA, Dean J. Catino, CFP®, CPWA®, and Eitan Z. Boral, CFA are recognized as Top Financial Professionals in Northern Virginia Magazine!
Our Team is honored to be recognized on Northern Virginia Magazine’s 2018 list of Top Financial Professionals. We were nominated by local financial professionals through Northern Virginia Magazine’s annual survey. The local professionals were asked to submit nominations with this question in mind:
“If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?”
Our Co-Founders David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA®, as well as our Portfolio Management Associate, Eitan Z. Boral, CFA received the amount of nominations needed to be featured on this year’s list.
Why Did We Make the Top Financial Advisors in Northern Virginia List?
The Monument Team’s number one priority is to be a fiduciary for our clients. This means always acting in our clients’ best interest and being a long-term advocate for their wants and needs. With this priority leading all others, we build strong, long-lasting relationships based on mutual trust and respect with clients, peers and of course our very own teammates here at Monument. We feel that always acting as a fiduciary combined with fostering an creative and inclusive company culture are the reasons we made Northern Virginia Magazine’s list of Top Financial Professionals.
“It means a lot that local professionals would refer us to their family and friends—We take that to heart and will continue to follow through on serving our clients as fiduciaries and developing meaningful relationships with them and their loved ones,” says President and Co-Founder, Dean Catino.
The Monument Team is pleased to be a part of our vibrant Northern Virginia community and to be able to work with some of the most successful entrepreneurs and professionals in our area.
About Northern Virginia Magazine
Northern Virginia Magazine strives to celebrate a region teeming with entrepreneurs and philanthropists; educators and politicians; entertainers and artists; families and students. Through a pastiche of compelling narratives and informative prose, Northern Virginia Magazine explores and discovers the personalities that make up our eclectic neighborhoods and thriving businesses.