Daniel  Teplitz,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Teplitz, CFP®

CLU, ChFC

Daniel Teplitz & Associates Financial Advisors LLC

3 Jocama Blvd, Suite 200A
Old Bridge, NJ 08857

Daniel Teplitz & Associates Financial Advisors LLC

10473 Copper Lake Way
Boynton Beach, FL 33437
FINANCIAL ADVISOR'S WEBSITE
(732) 591-0909
(561) 752-0743

General

Daniel Teplitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Daniel Teplitz & Associates Financial Advisors LLC in Old Bridge, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CDFA, CLU

Insurance Licenses

  • Life insurance: NJ, NY, Fl
  • Health/disability insurance: NJ, NY, Fl
  • Fixed annuities: NJ, NY, Fl
  • Variable annuities: NJ, NY, Fl

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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