- Business Administration
Registrations and Licenses:
- Series 6
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 a member of the Board of Directors for NAIFA North Central New Jersey as well as the Board of Directors for the New Jersey Senior Olympics.
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.
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 advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.