Gregory L. Daniel, CFP®, CRPC®


Gregory was born in NJ and is a resident of Saddle River.  Greg enjoys playing golf, skiing and socializing.  He is happily married to his beautiful wife, Lee.  They enjoy time together and time with their son Straus. Straus's favorite trip is to his grandfather's dairy and cattle farm in Hunterdon County to drive the tractors.

Greg's affinity for finance began more than 25 years ago when he started investing in the stock market through a high school class. His interests later led him to become an insurance broker after graduating from college.
But it was his concern for people and his alarm over the lack of expertise and integrity in the financial field that broadened his perspective and motivated him to become a Certified Financial Planner®, Chartered Retirement Planning Counselor®.

Experience taught him first-hand that it is vital to have someone trustworthy, informed and honorable guiding choices and helping to navigate the ever-changing world of Finance. With a particular commitment to seniors
and the special challenges they face, Greg has a broad-based business that helps a wide range of clients. He also runs educational workshops across New Jersey on topics such as tax savings, catastrophic illness, investing, estate planning, and asset protection.

Greg has been quoted in national & local publications including Bergen Health & Life, Senior Market Advisor, Kiplinger's Personal Finance, The New York Daily News, The NJ Courier, CNNFN, The Suburbanite, Mentor
Magazine, and National Underwriter Life & Health. He has also been seen on CNN, Bloomberg and ABC's World News Tonight with Peter Jennings. Awarded 2011 FIVE STAR Wealth Manager, Professional Membership includes the Institute of Certified Financial Planners, Financial Planning Association, Society of Financial Service Professionals, National Council on Aging and American Association of Retired People (AARP).

Phone 800.933.3433