Welcome to Life Plan Financial. We offer financial services, wealth strategies, and consulting to individuals and small businesses. As independent financial professionals, we have the freedom to provide customized guidance and insight to our clients. Our objective is to build long-term, quality relationships. We are dedicated to helping our clients find solutions that best meet their unique investment, insurance, and life plan goals.
Pamela Monetti is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places her among the top 29 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.