Dan Roth, ChFC®
Dan Roth was raised in Connecticut as the youngest of three children. A family-owned pharmacy and healthcare business gave Dan an early introduction and unique opportunity to be involved in the many facets of a business's evolution and growth.
Prior to his arrival at Cary Stamp and Company, Dan was the founder of an artistic metal design company in Palm Beach. He designed and built furniture, gates, and ornamental pieces for luxury homes in the area.
As his business achieved success, Dan's vocational interest changed direction towards the financial world. Based on this passion and his strong business ethics foundation, Dan chose a career-altering decision to transition full-time to the financial sector and become a trusted advisor to others.
Dan resides in Palm Beach Gardens, FL with his two beloved dogs. A strong believer in community involvement, he actively participates in several charitable organizations and many community events. During free time, Dan enjoys tending to his vast Bonsai collection, golfing, and racquetball. His desire to indulge his creative side is further demonstrated in music as a self-taught and accomplished drummer, guitarist, and pianist.
He continues to pursue advanced financial designations as a means to be the best, most informed, and trusted advisor for his many clients.
“I love working with people, and I’m grateful for clients who entrust me to provide personalized fiduciary advice. It’s fulfilling to watch clients mature in their approach to financial matters as they recognize the impact that expert advice can have on their future.”
Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…Read More
An Overview of the Florida Retirement System (FRS) Deferred Retirement Option Program (DROP) If you’re a member of the Florida Pension Plan you have access to a unique retirement benefit that can kick-start your retirement in a positive direction: The Deferred Retirement Option Program (DROP). First things first: check with the FRS to make sure…Read More
The Importance of Using Roth IRA Conversions to Reduce Required Minimum Distributions (RMDs) On April 1st of the year following attainment of age 70 ½, you are required to start taking distributions from most traditional retirement accounts. You can always withdraw more, however you cannot remove less then the Required Minimum Distribution (RMD). The IRS…Read More