OUR TEAM

Daniel R. Legiec, CFP® is the Founder and President of Forever Wealth LLC, which offers comprehensive financial planning to clients. This includes the five areas of financial planning, which are Protection, Estate Planning, Income Tax Planning, Retirement Income Planning and Investment Planning. Prior to founding Forever Wealth LLC, Daniel worked in the Finance Industry as both an Advisor and an Investment Management Professional for over 15 years. 

Daniel is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Financial Planning Association of New Jersey. He is a graduate of Cornell University where he played football for the Big Red. He was also a Hansard Society Scholar at the London School of Economics. In addition, he holds a Series 65 (Uniform Investment Adviser Law) registration and is a NJ Life, Accident & Health Insurance Producer. 

He believes that exceptional financial planning integrates a client’s goals in life with their financial resources. He is passionate about helping clients make concrete financial decisions that allow them to achieve their personal goals while maintaining the quality of life they cherish. He promotes the understanding of the human dimension of money, which can inspire individuals to adapt successful financial habits. He encourages appropriate risk-taking and action in executing a plan. 

Daniel grew up in Mountainside, NJ where he continues to help members of the community achieve their financial goals at his Mountainside location. He now resides in Kingwood, NJ near his primary office in Clinton, NJ, where he volunteers at his church and for various local organizations. He is married to his wife Sabrina and has four children William, Isabella, Preston, and Tiffany. His hobbies include spending time with his family, health & fitness, and coaching his children's youth athletic teams.

Joy Fickett is the customer’s first contact at our office. She has a strong background in customer service and administrative support, which keeps our office running smoothly. She assists with a variety of duties including customer relations, meeting and event coordination, transcription and client mailings, maintaining our client information and data base program, creating marketing materials, and handling vendor relations.