Dennis R. Huergo, CFP^®

Dennis is dedicated to personal financial planning and an expert at aligning financial concepts with the specific goals of his clients. He excels at simplifying intricate ideas and enabling individuals to confidently steer their financial decisions with clarity and trust. Previously at Altfest Personal Wealth Management and Facet Wealth, he planned strategies for high-net-worth clients. With a background in New York Life's consulting team and military service, he brings a wealth of experience. Currently pursuing a graduate degree in Personal Financial Planning at Texas Tech University, he is committed to professional growth. Outside of work, Dennis serves on the Board of Directors of the Financial Planning Association of New Jersey and enjoys reading, running, and spending time with his family.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances