Daniel Goldstein, Cfp

Overview

Daniel Goldstein, CFP operates an independent, sole-proprietor registered investment advisory serving individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees and hourly fees and runs discretionary relationships. Investment activity shows a clear preference for liquid equity exposures: exchange‑traded equities are the primary allocation and the firm reports a strong equities bias in portfolio construction. Advisory work centers on personalized planning and model management rather than on institutional or pension consulting, and there are no listed commitments to ESG or multi‑state adviser activity.

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Public Holdings

Investments & Alternatives

Location & Offices