My Background

Trent LaMonica

 

As Principal of LaMonica & Associates, I believe that our greatest value is in helping our clients think and move more powerfully in their story. Often, successful individuals lack the time and bandwidth to explore and pursue their best financial opportunities.  We give those ideas and opportunities a voice and work with you to create a strategy that will put you on the path to achieving your financial goals.  

You can take comfort in the fact that I have been a proud resident and deeply involved member of the Austin and Cedar Park community for a number of years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father and husband, I have many of the same hopes and aspirations as my clients and I am happy to share with you all the resources at my disposal.

If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell Life and Health insurance through a broad range of insurance carriers and I hold my FINRA Series 7 & Series 66 securities licenses. These licenses come with a strong fiduciary reasonability to act in the best interest of my clients and provide advice you can be confident in.  

In addition to my experience and passion to help others, I have a BA from Lake Forest College, I sit on the Board of Directors for the Twin Lakes YMCA, I am the Chair of the Cedar Park Chamber of Commerce Ambassador program and I love to golf and cook (not at the same time). 

Depending on your individual needs, I can introduce you to some ways to help financially protect your business and family.  Additionally, I offer ongoing planning to help prepare for major financial events such as paying for college, saving for retirement, spending in retirement or caring for an aging relative.  To be the best possible advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. 

If you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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