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 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. WilsonCFP®, CLU® President and CEO (908) 359-0395 (908) 359-0762 firstname.lastname@example.org 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... Read more Rob Walsh Managing Partner (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 Managing Partner (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 Andrew Riviello Investment Specialist 908-359-0395 908-359-0762 email@example.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... Read more Vivian Conners Executive Assistant (908) 359-0395 (908) 359-0762 firstname.lastname@example.org 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 email@example.com 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 Theresa Holloran Executive Assistant 908-359-0395 908-359-0762 firstname.lastname@example.org 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... 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!