The Employer Retirement Plan Advisory Practice at SAX Wealth Advisors is Growing – and so is our bench

We’re excited to welcome Anthony Gomez, AIF® and Jesse Monzon as Retirement Plan Advisors in our Parsippany, NJ office.

Anthony brings over a decade of industry experience specializing in employer-sponsored retirement plans. With prior leadership roles at Principal Financial Group and ADP Retirement Services, he partners with plan sponsors to create retirement solutions that drive strong outcomes and meaningful tax efficiencies.

Jesse comes to SAX Wealth Advisors from T. Rowe Price and Nationwide and brings a wealth of experience in retirement services and financial relationship management, with deep expertise in plan design, investment implementation, and fiduciary risk mitigation. Fluent in Spanish, he is passionate about expanding financial literacy and delivering impactful participant education.

Their addition strengthens our growing Employer Retirement Plan Advisory Practiceand reinforces our commitment to delivering thoughtful, high-impact retirement solutions for plan sponsors and participants nationwide.