Meet Daniel
Dan joined Gold Family Wealth in 2021 as Managing Partner and Wealth Advisor. He helps clients move confidently toward their personal and professional goals with a focus on retirement planning, investment management, tax planning, and risk management.
With more than 20 years of financial planning and wealth management experience, Dan embraces the fact that there is always more to learn. He holds a Bachelor of Science in economics and computer science from Rutgers University and is a CERTIFIED FINANCIAL PLANNER® practitioner. He is also an eleven-time recipient of the Five Star Wealth Manager Award from Five Star Professionals[1].
Dan enjoys talking dollars and cents, but what he loves most is how thoughtful financial planning can shape clients’ daily lives, long-term goals, and overall sense of wellbeing. While he works with a wide range of clients, he frequently partners with individuals working in — or retired from — the higher education and healthcare fields.
He lives in Monmouth County, New Jersey with his wife and two daughters, and they love traveling, especially to U.S. National Parks. Dan is also active in local philanthropy, including Embrace Kids Foundation, where he serves on the Board of Directors.
[1] The Five Star Wealth Manager award awarded to Dan Armas: 2013-2021, 2023, 2024 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.