Wilson Munoz, CPFA™, BFA™
Managing Partner
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 was not passionate about pursuing a corporate career. He wanted to make a difference and help his friends and family manage their finances.
Wilson's main focus is to build strong, long-lasting relationships with his clients. He believes in providing personalized wealth management and financial planning services that cater to each client's unique needs. Wilson helps entrepreneurs, corporate executives, and individuals with high economic growth potential achieve financial stability and success.
Wilson has access to Northeast Wealth Planners' specialized infrastructure, which enables him to offer his clients the best possible service and solutions. The firm has internal resources and strategic alliances that allow him to tap into specialized teams for every major area of wealth management and financial planning including investments, business, estate, and insurance planning. These specialists provide invaluable support to both Wilson and his clients.
Aside from his career, Wilson is a lifelong resident of New Jersey and is fluent in Spanish. He was a member of the Montclair State University Men’s Soccer Team and is still involved in sports in his local community. He was also a trainer and past Regional Director for the Nike Elite Soccer Training Program. As a member of his local BNI chapter, he is always looking to network with like-minded professionals.