Daniel Irizarry

Education:

• Business Administration
• MCC

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. In 2022 we are happy to report robust expansion not only in the New Jersey Shore area but also in the Northern New Jersey area.

Daniel 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, Daniel took command of a low volume office and turned it around through successful recruitment, training, and management of his team. In his role, Daniel coached the Team of the Year from 2012-2016.

Daniel 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 – 2021.

Daniel’s client focus is directed towards special needs families and helping them to develop valuable financial strategies relevant to their unique needs. Additionally, Daniel is on the Board of Directors for the New Jersey Senior Olympics. Daniel has served the New Jersey Senior Community in this capacity for over 20 years. 

Daniel is extremely involved in The National Association of Insurance and Financial Advisors (NAIFA), both locally and statewide. NAIFA’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. In 2022 and 2023 Daniel was and will be, President of the NAIFA- NJ chapter which represents all of New Jersey. Daniel also served as the Vice President of Government Relations for the State NAIFA Chapter in 2020 & 2021. He helps to advocate that the right information is given to help educate our representatives in state government. Daniel 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, Daniel enjoys boating and golfing and is a passionate Pittsburgh Steelers fan. He resides in Brick, NJ with son, John, and daughter, Ava.

Daniel is licensed to sell Life, Accident & Health, Property & Casualty insurance in New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, and Florida.   

Dan Irizarry is a registered representative of Securian Financial Services, Inc. 

Awards and club membership achieved by previous firms are generally based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.