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Daniel G
ChFC®, Series 66
Fredericksburg, VA
Cetera
Daniel Goodwin is a ChFC® and holds a Series 66 license, with 18 years of industry experience. He currently works at Cetera and previously held roles at Avantax and other financial services firms. Outside of advising, he is an at-large board member of the Fredericksburg Masonic Museum Association, where he assists with fundraising and educational efforts. He also provides financial consultation for clients going through divorce under his Goodwin & Smith Financial Services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a range of investment program structures and strategies.
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