Monica R. Sanna

CPFA™

Monica Sanna is a Client Services Associate in the Retirement Plan Consulting Group, supporting the delivery of comprehensive retirement plan programs to our clients.

With a keen focus on improving participants’ savings success, Monica is the administrative backbone of our Pathway to Success one-on-one participant guidance program. She works with participants in group and one-on-one settings to educate them on what a successful retirement means to them. She brings a high level of organizational skills to the management and implementation of services.

Monica also leads the marketing division at Beltz Ianni, assuming responsibilities for internal and external communications, corporate marketing planning and execution, public relations and media relations.

Monica holds FINRA securities licenses Series 7, 63, and NYS Life and Health Insurance held through LPL Financial and holds her Certified Plan Fiduciary Advisor (CPFA™) designation.

She is a graduate of Le Moyne College, Syracuse, New York, with Bachelor of Science degrees in finance and business marketing. Outside of the office, Monica enjoys traveling, cooking, and spending time with family and friends.

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