Welcome to Monte Financial Group, LLC, Jake Cedor! We are excited to have Jake join the team as a Paraplanner in our Wealth Management division. Jake will play a key part in supporting our Wealth Advisors throughout the financial planning process and assisting with client service initiatives as he works toward becoming a CERTIFIED FINANCIAL PLANNERâ„¢. Jake is enrolled in the Dual-Degree Accelerated 3+1 Program at Quinnipiac University and recently completed his Bachelor of Science in International Business with a minor in Economics. Beginning this fall, he will work full-time during the day while pursuing his Master of Business Administration (MBA) at night. We look forward to advancing our firm's growth and development together. Welcome Jake!

08/06/2024

Welcome Jake to the MFG Team!

Welcome to Monte Financial Group, LLC, Jake Cedor!

We are excited to have Jake join the team as a Paraplanner in our Wealth Management division. Jake will play a key part in supporting our Wealth Advisors throughout the financial planning process and assisting with client service initiatives as he works toward becoming a CERTIFIED FINANCIAL PLANNERâ„¢.

Jake is enrolled in the Dual-Degree Accelerated 3+1 Program at Quinnipiac University and recently completed his Bachelor of Science in International Business with a minor in Economics. Beginning this fall, he will work full-time during the day while pursuing his Master of Business Administration (MBA) at night. We look forward to advancing our firm’s growth and development together. Welcome Jake!

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