Dan Wilson

Daniel V. Wilson holds a BS in Marketing

from Rider University. He is also designated as a
Chartered Life Underwriter CLU and a CFP,
Certified Financial Planner, both of which require
rigorous training and testing. Dan ensures that he
stays current with financial news, information and
trends through a continued commitment to education. Dan implemented a
creative and strategic planning process that 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 is being able to quickly understand and
identify a clients objectives and needs.
In addition to his financial planning practice, Dan enjoys collaborating
in the community by serving as a member of several boards, notably
President of the Entrepreneur Organization. As an entrepreneur, Dan has
been involved in several business ventures ranging from Real Estate to
Restaurants to a Shoe Company.
Prior to entering into the financial planning industry, Dan graduated
from Rider University. While at Rider, Dan was a standout baseball player,
whose collegiate career was highlighted by playing against nationally
ranked opponents.
Dan resides in Belle Mead, New Jersey with his wife Kristen and their
two wonderful daughters Madison and Reese.