Get to Know Us
"We believe that doing business together should be an enjoyable and valued experience. That’s why so many of the relationships we have developed over the years with our clients have expanded to become cherished friendships." - Jon Skolnik
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Lainey Skolnik, CFP®, ABFP®
CA Insurance Lic#0M97923
CA Insurance Lic#0M97923
Wealth Advisor
Lainey Skolnik joined Jon Skolnik (her father) at Skolnik Wealth Management in January 2019; she feels incredibly fortunate to have worked alongside Jon until his retirement. As Wealth Advisor, Lainey leads the financial planning...
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Mike DiFrancesco
Admin
Mike DiFrancesco has worked with individual, institutional & high-net-worth clients for more than 25 years. Before joining LPL Financial in 2021, Mike worked for some of the industry’s most recognized firms including Vanguard, Charles...