Gina L. DiMonda, CFP®, CTFA, AEP®

Principal | Financial Advisor

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Biography
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Gina DiMonda is a wealth management advisor in Rochester, NY.

Gina is an experienced financial advisor who helps guide clients through the planning process and ensures their financial priorities remain aligned with their life. She prioritizes being sincere, genuine, and transparent with clients to build long-term relationships. Gina joined CAPTRUST through Cobblestone Capital Advisors in 2025, but previously served as a vice president at JP Morgan, a vice president at First Niagara Bank, and a president at ESL Trust Services.

Gina earned her Bachelor of Science degree from the State University of New York Brockport. She also earned her CERTIFIED FINANCIAL PLANNERâ„¢, Certified Trust and Fiduciary Advisor and ACRREDITED ESTATE PLANNER certification.

In her free time, Gina volunteers on the local nonprofit board of the Breast Cancer Coalition of Rochester. In recent years she was the Chair of the Rochester Area Community Foundation, Professional Advisory Committee, and she is a former President of the Estate Planning Council of Rochester. When she’s not working, Gina enjoys traveling, golfing, running and spending time with her family and friends.

Education

  • Gina earned her Bachelor of Science degree in criminal justice from the State University of New York Brockport.

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Trust and Fiduciary Advisor
  • Accredited Estate Planner®

Memberships

  • Board Member and Audit Chair, Breast Cancer Coalition of Rochester

Rochester, NY

500 Linden Oaks #210
Rochester, NY 14625

585.473.3333

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