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 he stays current with financial news, information, and trends though a continued commitment to education. He utilizes a creative and strategic planning process which allows financial recommendations to be tested and validated to ensure planning success. Dan believes having a comprehensive process is only one half of a successful relationship. The other half is being able to quickly understand and identify a client’s objectives and needs. Dan has won numerous awards over the years.
In addition to his financial planning practice, Dan enjoys collaborating in the industry and community. Dan has spoken at several industry national conferences. He served as a member of several boards, notable as Past President of the Entrepreneur Organization. As an entrepreneur, Dan finds enjoyment in owning real estate, restaurants, and other ventures.
Prior to entering the financial industry, Dan graduated from Rider University with a BS in Marketing. While at Rider, Dan was a standout baseball player. He resides in Belle Mead, NJ with his wife, Kristen, and their two daughters, Madison and Reese.