Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Daniel V. Wilson CFP®, CLU® (908) 359-0395 (908) 359-0762 firstname.lastname@example.org Daniel V. Wilson holds a BS in Marketing from Rider University. He is also designated as a Chartered Life Underwriter and a CFP®, Certified Financial Planner, both of which require rigorous training and testing. Dan ensures that... Read more Rob Walsh Financial Advisor (908) 359-0395 (908) 359-0762 email@example.com Rob joined Northeast Wealth Planners in 2012, helping to expand the company growth and vision. Rob’s comprehensive planning process seeks to provide efficiency with every dollar used while protecting what is most important to each... Read more Wilson Munoz Financial Advisor (908) 359-0395 (908) 359-0762 firstname.lastname@example.org It was during his time with Goldman Sachs (The Ayco Company L.P.), as part of one of the executive financial planning teams, that Wilson first realized pursuing a corporate career was not his passion. He wanted to make an impact and be... Read more Vivian Conners Executive Assistant (908) 359-0395 (908) 359-0762 email@example.com Vivian Conners joined Northeast Wealth Planners in September of 2012. As Northeast Wealth Planner's Executive Assistant & designated Office Manager - she maintains office services by organizing operations and procedures as well as... Read more Judy DeJohn Executive Assistant (908) 359-0395 (908) 359-0762 firstname.lastname@example.org Judy DeJohn came to the firm with a varied background having worked in Administrative Support, Human Resources, and Marketing for financial, engineering and construction companies. Upon joining Northeast Wealth Planners in 2015, Judy... Read more Test Your Investment Knowledge! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops!