Dan Roth, ChFC®
Financial Advisor

Dan Roth

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.”

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Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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Your Financial Advisor Should Be Collaborating with Your Accountant and Estate Attorney

By Cary Stamp | July 18, 2019

If you have somebody who understands the big picture and is bringing your financial/accounting/legal advisors together, you will achieve far better outcomes for your family’s financial and estate planning. Today’s subject is the concept of collaboration. I firmly believe that as a financial advisor and CERTIFIED FINANCIAL PLANNER that I should be in contact with…

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Cary’s Mid-Year Report & Outlook

By Cary Stamp | July 13, 2019

My mission is to help successful families live lives of abundance, possibility, and adventure.   The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…

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