Nochum Wilner, CPA, MST

Nochum Wilner, the managing member of Wilner Wealth Strategists LLC, is aligned with Planning Alliance as an Investment Advisory Representative. He is dedicated to his clients in helping them to achieve financial confidence and independence. He seeks to provide comprehensive strategies, custom design for each individual client to help them achieve their financial goals.

Wilner Wealth Strategists provides comprehensive tax and financial solutions to individuals, families, and businesses. He utilizes multiple strategies to help his clients achieve their financial goals.

Nochum received his Bachelor of Science in Public Accounting from Mercy College in 1999 and his Master’s degree in Taxation with a Concentration in Trusts and Estates from Fairleigh Dickinson University in 2011. He is a Registered Investment Advisor (RIA) and holds his Series 7, 66, and Life and Health licenses in multiple states. Nochum joined the firm in 2010 and founded Wilner Wealth Strategists, LLC. in 2015.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  CA Insurance License Number - 0H42673. Wilner Wealth Strategists, LLC is not an affiliate or subsidiary of Guardian. Not practicing accounting for Guardian or its subsidiaries or affiliates.