Dan Teplitz, CFP®, ChFC®, CLU®


For nearly four decades, 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 with those looking to create a strategic financial path for their lives.

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 the 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. Dan has many clients who've experienced a traumatic family event and have stayed on as clients for decades since. 

In his current role with the firm, Dan personally develops and oversees financial and investment plans for his clients. He and his wife Nan spend most of the year in Boynton Beach, Florida where Dan runs the firm's Florida branch. An avid photographer who has photographed all over the world, Dan's current favorite subjects are his grandchildren, Amalya and Elijah. 

To better serve his clients, Dan holds several important designations including as a Certified Financial Planner, Chartered Financial Analyst, and Chartered Life Underwriter. 

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