Amy Mohan CFP®
Amy joined Daniel J. Galli & Associates as a financial planner in 2024, after having worked in the financial industry for more than 20 years.
She began her career serving institutional investors in various roles before moving into private wealth management. Her most recent role was Associate Advisor at Ameriprise Financial; prior to that she was a Registered Client Service Associate at UBS.
Amy received her bachelor’s degree from Eastern Nazarene College and is a CERTIFIED FINANCIAL PLANNER®.
Amy lives in South Weymouth, Massachusetts with her husband Chris and their dog Auggie. During the summer they spend most weekends on Balch Lake in New Hampshire, or you can find them hiking in the White Mountains. They also enjoy traveling, live music, and spending time with their friends and families.
