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Daniel Teplitz & Associates Financial Advisors LLC is an independent Registered Investment Advisory firm offering financial planning and investment advisory services. A multi-generational family business, Daniel Teplitz and Associates is uniquely positioned to help clients at all stages of life achieve their financial goals.

Daniel Teplitz CFP®, CLU, ChFC, CDFA - Principal - For 33 years, 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 over the course of three decades with all those looking to create a strategic financial path for their lives.

Within the practice, we believe in comprehensive financial planning as the starting point of all successful financial management. We are dedicated to helping our clients more effectively manage their financial decision-making process. Our clients are typically high net worth individuals who seek a professional relationship that can help enhance and preserve their wealth and well-being. At the center of the financial planning process is the uniqueness of the individual around which a customized plan is developed. We pride ourselves on the integrity of our relationships and are motivated to provide superior service, innovative solutions and clear communication. Our mission is to integrate your investment, tax, retirement and estate plans into a usable model, thereby helping you achieve financial excellence, prosperity and abundance.

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 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, many of who had experienced a changing role due to the death of a spouse or divorce. Over the years, many clients have come to his firm after a sudden and traumatic family transition and have remained. To better serve his clients, Dan holds several important designations, including as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Analyst and Certified Divorce Financial Analyst. Dan is a member of the Financial Planning Association, the Alliance for Wealth Management and the Association of Divorce Financial Planners.

In his current role with the firm, Dan personally develops and oversees each financial and investment plan. He splits his time between Marlboro, NJ and Boynton Beach, FL where he lives with his wife, Nan. Dan is an avid photographer whose work is displayed throughout his New Jersey office. While he has photographed all over the world, his current favorite subject is his two year old granddaughter, Amalya.

Ari M. Teplitz - Director of Client Communications and Operations - Ari joined the firm in July of 2014 after four successful years with New York Life Insurance Company as a top agent in the Southern Connecticut General Office. Ari brings a strong background in customer service, marketing and communications to the firm and is the primary liasion between the firm and the technology that the firm uses to communicate with its clients. 

Like his father, Ari's path to the financial planning and investment management industry strayed from the norm. Ari holds a Master of Fine Arts from the Yale School of Drama in Theater Management, and spent eight years as a non-profit fundraiser and theatre producer. He entered the financial services industry with a strong desire to help Generation X and Generation Y clients understand their financial landscape and create the opportunity for their own financial freedom. While at New York Life, Ari won many awards, most notably, the Catherine Elliot Award of High Standards for treating clients with Honesty and Integrity, and creating an environment of Goodwill. 

In addition to his role at Daniel Teplitz & Associates, Ari runs his own financial practice, The Teplitz Financial Group, and is affiliated with American Portfolios Advisors, LLC. Ari lives in Old Bridge with his wife Michelle, his daughter Amalya and his dog, Olivia. In his spare time, Ari enjoys cooking for friends and family, spending time with his daughter and playing tennis.

Karen Wurman - Client Services Coodinator & Administrative Assistant - Karen has been with Daniel Teplitz & Associates for the past twenty years and is an invaluable asset to the firm. In her role, Karen is directly responsible for the high level of customer service that our clients enjoy. Karen remains in constant contact with our clients, assisting them with a variety of administrative financial issues and monitoring many parts of the financial planning and investment process. Her unique problem solving ability, her kind and warm nature, and her genuine interest in the lives of each and every client has made her a favorite among many of the firms longest standing clients. A graduate of Brooklyn College, Karen lives in Manalapan with her husband Alan, has three wonderful children, Matthew, Geri and Rebecca, and will be a first-time grandmother this coming December.
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 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of CA, FL, GA, IL, MA, MD, NC, NJ, NY, OH, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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