Team

Daniel V. Wilson founded Northeast Wealth Planners in 2000.  He is designated as a Charter Life Underwriter (CLU) and a CFP^TM, CERTIFIED FINANCIAL PLANNER, both of which require rigorous training and testing. Dan ensures...

Wilson Munoz graduated from Montclair State University with a degree in Finance & Management. He began his career as part of an executive financial planning team at Goldman Sachs (The Ayco Company L.P.). Yet, he soon realized that he...

Andrew joined Northeast Wealth Planners in 2018. As Northeast Wealth Planners’ Investment Specialist, Andrew helps to successfully identify client investment needs through research and several financial planning tools. He also...

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...

Theresa Holloran joined Northeast Wealth Planners in 2018 with over 25 years of experience in the financial services industry, most familiarity in the Retirement Services area. Theresa has the role of executive assistant to Wilson...