Ross F. Mongiardo,CFP

CONNECT

Address:

1305 Franklin Avenue
Suite 208
Garden City, NY 11530

Phone:

(516)739-1809

Fax/Other:

(516)739-1854

Our Qualifications

Ross F. Mongiardo holds the following credentials:

Certified Financial Planner™
(CFP™)
This mark identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP licensees must also agree to meet ongoing continuing education requirements and to uphold the CFP Board Code of Ethics and Professional Responsibility.

Chartered Financial Consultant(ChFC)
To earn the ChFC designation, one must complete a ten-course program of study and 20 hours of supervised examinations as well as fulfill stringent experience and ethical requirements. The program's courses cover the fundamentals of pension planning, income taxation, investments, financial and estate planning.

Chartered Life Underwriter(CLU)
To earn a CLU designation, once must complete a program of study and supervised examinations as well as fulfill stringent experience and ethical requirements. The program's courses cover the fundamentals of life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits.

Master of Business Administration(MBA)
Temple University-Philadelphia,Pennsylvania.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck