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Daniel G

CFP®, Series 63

Centerport, NY

Daniel Goldstein, CFP

Daniel Goldstein is a Certified Financial Planner® operating under his independent firm, Daniel Goldstein, CFP, with over 30 years of experience in financial planning. He has been self-employed since 1995, providing comprehensive financial advice primarily to individual investors and small business owners. His firm offers discretionary portfolio management along with broader financial planning services, including tax, estate, retirement, and insurance advice. The investment approach integrates fundamental and cyclical securities analysis within an asset-allocation framework aimed at diversification across multiple asset classes, with regular portfolio reviews and limited discretionary authority.

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