- Business Administration
Registrations and Licenses:
- Series 6, Life Health, Property & Casualty
Daniel Irizarry joined Allied Wealth Partners in 2018 in the role of Managing Director where he was tasked with championing the growth of Allied Wealth Partner’s presence in the New Jersey shore area.
Dan has extensive experience in the Financial Services industry and has been the recipient of multiple industry awards and recognitions including qualifying for Leaders Conference from 2008-2012 while at MetLife. As a Managing Sales Director for the firm, Dan took command of a low volume office and turned it around through successful recruitment, training and management of his team. In his role, Dan coached the Team of the Year from 2012-2016.
Most recently Dan was recognized as the 2016 Managing Sales Director of the Year at Creative Financial Strategies, a member of the MassMutual Financial Group. Additionally, he was a Million Dollar Roundtable qualifier for the years 2014 – 2016 and was awarded “Top of the Pyramid” for TransAmerica Variable Annuity sales for 2012 – 2017.
Dan's client focus is directed towards special needs families and helping them to develop valuable financial strategies relevant to their unique needs. He is actively involved with the special needs community and is on the Board of Directors for the New Jersey Senior Olympics.
Dan is extremely involved in The National Association of Insurance and Financial Advisors (NAIFA), both locally and statewide. NAFIA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of their members. Dan is the President Elect for his local NAIFA chapter which represents Greater Essex's, Monmouth & Ocean County, New Jersey. He is also the Vice President of Government Relations for the State NAIFA Chapter. He helps to advocate that the right information is given to help educate our representatives in state government. Dan attends virtual and live meetings with both congressmen & their legislative staff members; and is passionate about our industry getting it right as he proudly serves in this capacity for the great state of New Jersey!
Outside of work, Dan enjoys boating and golfing and is a passionate Pittsburgh Steelers fan. He resides in Tom’s River, NJ with son, Johnny, and daughter, Ava.
Dan is licensed to sell insurance in New Jersey, Pennsylvania, Rhode Island, South Carolina and Florida.