Dennis R Huergo
Vice President, Financial Advisor
CEPA®, CFP®, CLU®
Office Information
Contact Dennis
Team Office
Dennis’s Locations
Warren, NJ 07059 (908) 757-5600
About Dennis
Dennis is dedicated to personal financial planning and an expert at aligning financial concepts with the specific goals of his clients. He excels at simplifying intricate ideas and enabling individuals to confidently steer their financial decisions with clarity and trust. Previously at Altfest Personal Wealth Management and Facet Wealth, he planned strategies for high-net-worth clients. With a background in New York Life’s consulting team and military service, he brings a wealth of experience. Currently pursuing a graduate degree in Personal Financial Planning at Texas Tech University, he is committed to professional growth. Outside of work, Dennis serves on the Board of Directors of the Financial Planning Association of New Jersey and enjoys reading, running, and spending time with his family.
Education
- BS - Aspen University
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Newsroom and Resources
View AllMarketWatch: Dennis Huergo and Laura Mattia Featured in “As inflation hits a 3-year high, here’s what 13 financial advisers say you must do now to protect your portfolio”
Bloomberg: Dennis Huergo Featured in “The World Feels Weird Now. Here’s How to Invest”
The Daily Upside: Dennis R Huergo Featured in Maintaining Client Relationships During Off-Hours
The Daily Upside: Dennis R Huergo Featured in Maintaining Client Relationships During Off-Hours
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