Daniel Goodman (CFP®, CLU, MBA)

Daniel Goodman focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

I excel in the following planning categories:

  • College and education planning
  • Strategic use of insurance for wealth and estate maximization.
  • Retirement planning and distribution rules.

Additional Information

I help people achieve their life aspirations by developing holistic plans weaving together risk mitigation, wealth accumulation/distribution and estate management.

I have over 20 years in financial planning between corporate and individual financial planning and execution.  I enjoy combining my extensive financial planning and presentation skills to help clients engage and execute their financial plans.

Visit my LinkedIn page for more details.  Daniel T. Goodman CLU®, CFP®

NAPFA Start Date

October 07, 2020


This Office

1300 Clay St Ste 600 Oakland, CA 94612-1427 Phone: (510) 438-6878 Fax: (510) 438-6877

Other Offices

19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014-2384 Phone: (510) 438-6878 Fax: (510) 438-6877
7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566-3152 Phone: (925) 223-8868 Fax: (925) 226-1830