Who We Are
Richard H. Weidner, CFP, established Financial Planning Services in 1981. Before beginning the company, Mr. Weidner served as Executive Vice President of the Bank of New Jersey. While at the Bank, he administered over a thousand Trusts and Estates, including a family wealth trust valued at over $600,000,000 at that time. Representing the Bank, he served as a director or officer of over 15 closely held corporations, including the Garden State Racing Association.
Richard is a CFP® Professional and a Registered Investment Advisor. He is a graduate of Drexel University. Richard is married to Joan - the highly skilled secretary at the company - and is father to four grown children, and fifteen grandchildren.
Daniel Weidner initially joined Financial Planning Services after graduating from college with a degree in Economics-Finance. After 1 year at the company, he worked at a religious not-for-profit organization for 9 years. His time with the organization took him to China and Boston. Upon leaving the "not for profit" world, he re-joined FPS in the summer of 2007. He recieved his certification as a CFP® Professional in 2013.
Dan is a graduate of Bentley College and is married to Amy, and has four children.