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Meet Dan

 

Dan joined Gold Family Wealth in 2021 as Managing Partner, Wealth Advisor. He specializes in helping the New Jersey community with retirement planning, investment management, tax planning and risk management.

Dan values his client relationships tremendously and strives to provide education and the support they need to confidently work toward their personal and professional dreams.

He enjoys talking about the dollars and cents, but really loves financial planning for the impact it has on client’s daily lives, long-term goals, emotional wellbeing and more.

While his client base is diverse, many of Dan’s clients are individuals working in or retired from the higher education and healthcare fields.

He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has won the Five Star Wealth Manager Award presented by Five Star Professionals nine years in a row. He is a member of the national and New Jersey Chapter of the Financial Planning Association.

Dan has over 18 years of experience in financial planning. He embraces the fact that there is always something new to learn in his field, and regularly focuses on education.

He earned a Bachelor of Science degree in economics and computer science from Rutgers University. His most recent accomplishment is completing the Sustainable Finance and ESG Investing course at NYU Stern School of Business.

Dan lives not far from the beach, in Monmouth County, New Jersey, with his wife and two daughters (age 6 and 9). On the weekend, you can probably find them outdoors, often exploring a state park. He is actively involved in several local philanthropies, including Embrace Kids Foundation, where he serves on the Board of Directors.

Dan helps clients from all of New Jersey, serving the communities of Red Bank, Monmouth County, Fair Haven, Colts Neck, Rumson, Spring Lake, Wall Township, Holmdel, Millstone, Marlboro, Little Silver, Sea Girt and Manalapan.

 

Best Piece of Financial Advice:

Live within your means.

Place you’d most like to visit:

Egypt

Favorite Financial Quote:

“The real key to making money in stocks is not to get scared out of them.” - Peter Lynch

The Five Star Wealth Manager award awarded to Dan Armas: 2014 through 2021, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria ‐ required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria ‐ considered: 6. One‐year client retention rate; 7. Five‐year client retention rate; 8. Non‐institutional discretionary and/or non‐discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 6,123 New Jersey-area wealth managers were considered for the award; 459 (8% of candidates) were named 2021 Five Star Wealth Managers. 2020: 6,210 considered, 480 winners; 2019: 6,097 considered, 477 winners; 2018: 4,383 considered, 415 winners; 2017: 3,868 considered, 664 winners; 2016: 4,143 considered, 626 winners; 2015: 5,063 considered, 672 winners; 2014: 3,315 considered, 646 winners; 2013: 4,049 considered, 733 winners; 2012: 1,312 considered, 400 winners.