Daniel Goodman

Senior Financial Planner

CFP®, CLU®

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Daniel’s Locations

505 Highway 169 N Ste 900
Plymouth, MN 55441
(763) 417-1700

About Daniel

Daniel launched his career in finance in 2000 as a corporate financial planner and analyst at Clorox. In 2013, he shifted into personal financial planning with Northwestern Mutual. In his current position as a senior financial planner with the Wealth Enhancement Group, Daniel helps his clients navigate complex financial decisions, focusing on tailored strategies for long-term success. His experience in investment management and data-driven financial planning enables him to deliver customized strategies that meet clients’ unique needs and empowers them empowers them toward achieving their financial goals with confidence and stability.

Daniel and his wife have three daughters and live in Livermore, California. When he’s not in the office, he enjoys gardening/landscaping and cooking. He is an active member and volunteer at his local Catholic church, Saint Charles Borromeo Catholic Community of Livermore.

Education

  • BA - Economics, Business, San Jose State University
  • MBA - Investment Management, Quantitative Decision Method, Santa Clara University

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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