Daniel Goldfarb
- Role
- Senior Financial Advisor at Empower
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Goldfarb
Dan is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant® and a Chartered…
Experience
Senior Financial Advisor
May 2023 — Present
Education
College for Financial Planning
CRPC®
Rutgers University
B.A., American Studies
1989 — 1993
Baltimore Hebrew University
M.A., Jewish Studies
1994 — 1996
The American College of Financial Services
ChFC®
Weatherhead School of Management at Case Western Reserve University
MBA, Finance & Operations
1999 — 2001
University of Maryland Baltimore County
M.P.S., Political Science
1994 — 1997
Skills
- College Education Planning
- Insurance
- Risk Management
- Asset Allocation
- Public Speaking
- Family Office
- Retirement Plan Consulting
- Financial Planners
- Mutual Funds
- Financial Services
- Financial Planning
- Estate Planning
- Wealth Management
- Financial Advisory
- Retirement Planning
- Investments
- Wealth
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