Amy Mohan CFP®

Financial Planner
781.878.2322

Amy joined Daniel J. Galli & Associates as a financial planner in 2024. She has 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 in Hingham. Prior to that she was a Registered Client Service Associate at UBS in Rockland.

Amy received her bachelor’s degree from Eastern Nazarene College and is a CERTIFIED FINANCIAL PLANNER® .

Amy lives in South Weymouth with her husband Chris and their dog Auggie. During the summer they spend most weekends on Balch Lake in East Wakefield NH, or you can find them hiking in the White Mountains. They also enjoy traveling, live music, and spending time with their friends and families.