Daniel Teplitz CFP®, CLU®, ChFC®


Daniel Teplitz CFP®, CLU, ChFC, CDFA - Principal - For 33 years, Dan has dedicated his work in the financial advisory field to helping individuals focus on personal values and self fulfillment. His mission is to help families use their wealth to build a more satisfying and fulfilling personal and emotional life. A noted speaker and author, Dan enjoys sharing the knowledge he has gained over the course of three decades with all those looking to create a strategic financial path for their lives.

Within the practice, we believe in comprehensive financial planning as the starting point of all successful financial management. We are dedicated to helping our clients more effectively manage their financial decision-making process. Our clients are typically high net worth individuals who seek a professional relationship that can help enhance and preserve their wealth and well-being. At the center of the financial planning process is the uniqueness of the individual around which a customized plan is developed. We pride ourselves on the integrity of our relationships and are motivated to provide superior service, innovative solutions and clear communication. Our mission is to integrate your investment, tax, retirement and estate plans into a usable model, thereby helping you achieve financial excellence, prosperity and abundance.

The path that Dan took to building a successful practice was somewhat different than you might expect. A graduate of Columbia University and an ordained Rabbi by the Jewish Theological Seminary of America, Dan spent six years as Rabbi of the Marlboro Jewish Center in Marlboro, New Jersey before beginning formal studies in financial planning and investment management. During his years of serving the community, he developed a unique talent for counseling individuals in transition, many of who had experienced a changing role due to the death of a spouse or divorce. Over the years, many clients have come to his firm after a sudden and traumatic family transition and have remained. To better serve his clients, Dan holds several important designations, including as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Analyst and Certified Divorce Financial Analyst. Dan is a member of the Financial Planning Association, the Alliance for Wealth Management and the Association of Divorce Financial Planners.

In his current role with the firm, Dan personally develops and oversees each financial and investment plan. He splits his time between Marlboro, NJ and Boynton Beach, FL where he lives with his wife, Nan. Dan is an avid photographer whose work is displayed throughout his New Jersey office. While he has photographed all over the world, his current favorite subject is his two year old granddaughter, Amalya.