Ari Teplitz, CFP®, ChFC®

Ari Teplitz, CFP®, ChFC®

Partner

A champion for those seeking to maximize their assets to achieve their goals, Ari has more than a decade of experience helping clients achieve their version of financial success. A talented financial planner and investment manager, Ari works with clients at all phases of the wealth building cycle to help them achieve the lives they want and overcome the challenges they face. With a combination of compassion, understanding and financial accumen, Ari  empower's his clients to become more educated financial consumers capable of achieving their goals. 

Prior to joining Teplitz Financial Group, Ari had a successful career as a financial services professional at New York Life Insurance Company. While at New York Life  he won several awards including the Catherine Elliott Award of High Standards for goodwill, honesty and integrity, an award he holds in high regard to this day.

Like his father, Ari's path to the financial planning field was unconventional. A graduate of the Yale School of Drama Theater Management Program, Ari spent many years as a fundraising professional and theatre producer—honing skills that he uses on a daily basis as a certified financial planner. Ari's real gift is making financial topics relatable. A noted speaker on financial topics within the artistic community, Ari strives to help artists better understand their complex financial lives and to use their talents to achieve financial freedom. 

Ari is dedicated to building upon the amazing practice that his father build and sustaining its success into the future. To that end, he holds important industry designations including as a Certified Financial Planner and a Chartered Financial Consultant. 

Ari is a member of the Board of Trustees as both the Theatre Development Fund in New York and the Marlboro Jewish Center in Marlboro, New Jersey. He lives locally with his wife, Cantor Michelle Teplitz, and his children Amalya and Elijah. 

Phone (732) 591-0909
Fax (732) 862-1114