Broker Check

Team


At Northeast Wealth Planners, 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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We 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®

President and CEO

(908) 359-0395

(908) 359-0762

dwilson@newealthplanners.com

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

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Wilson Munoz, CPFA™, BFA™

Managing Partner

(908) 359-0395

(908) 359-0762

wmunoz@newealthplanners.com

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...

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Andrew Riviello

Investment Specialist

908-359-0395

908-359-0762

ariviello@newealthplanners.com

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...

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Vivian Conners

Executive Assistant

(908) 359-0395

(908) 359-0762

vconners@newealthplanners.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...

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Aliber Pedroza

Financial Services Coordinator

908-341-9723

908-359-0762

apedroza@newealthplanners.com

Linda Poiesz

Client Service Associate

908-800-2378

908-359-0762

lpoiesz@newealthplanners.com

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