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

[email protected]

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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Rob Walsh

Managing Partner

(908) 359-0395

(908) 359-0762

[email protected]

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...

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Wilson Munoz

Managing Partner

(908) 359-0395

(908) 359-0762

[email protected]

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...

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Andrew Riviello

Investment Specialist

908-359-0395

908-359-0762

[email protected]

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

[email protected]

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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Judy DeJohn

Executive Assistant

(908) 359-0395

(908) 359-0762

[email protected]

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...

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Theresa Holloran

Executive Assistant

908-359-0395

908-359-0762

[email protected]

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...
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