Daniel Goodman, CFP®, CLU®
Daniel Goodman is a Senior Financial Planner at Wealth Enhancement Group with over 20 years of experience in corporate and personal financial planning. Throughout his career, Daniel has helped individuals and businesses navigate complex financial decisions, focusing on tailored strategies for long-term success. His expertise in investment management and data-driven financial planning enables him to deliver customized solutions that meet clients' unique needs and helps them to achieve their financial goals.
Daniel holds a BA in Economics with a minor in Business from San Jose State University and an MBA with concentrations in Investment Management and Quantitative Decision Methods from Santa Clara University.
Email: dgoodman@wealthenhancement.com | Website: www.wealthenhancement.com