Nochum Wilner, CPA, MST

Nochum Wilner is an Investment Advisory Representative with Planning Alliance and Member Manager of Wilner Wealth Strategists, LLC., a member firm of the Planning Alliance network.  He assists families and small businesses in minimizing their overall tax burden by recommending appropriate income, tax and estate planning techniques that will save and preserve capital for future generations. He guides families and businesses through tax-efficient approaches for the transfer of family assets and businesses. Also, he helps families promote their philanthropic objectives through planned giving, charitable trusts, and family foundations. 

Nochum joined the firm in 2010 and founded Wilner Wealth Strategists, LLC. in 2015. Prior to Planning Alliance, he worked as a Senior Tax Manager at a midsize accounting firm in New York City. 

Nochum has been a member of the Million Dollar Round Table (MDRT®) and has participated in advanced retirement planning webinars designed to advance knowledge amongst his peers.  

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. 

^{Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  CA Insurance License Number - 0H42673}

^{.Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee}