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