Daniel Goldfarb Email & Phone Number
Education Consultant
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Daniel Goldfarb Location
- Cleveland, OH, US
Daniel Goldfarb Work
- Senior Manager Advisory and Planning- Wealth Management @ (September 2024 - Present)
- Senior Financial Advisor @ (May 2023 - September 2024)
- Financial Advisor @ (February 2023 - June 2023)
- Education Consultant @ College Consultants Group (July 2021 - Present)
- Financial Advisor @ (June 2021 - February 2023)
- Operations Manager @ (May 2020 - March 2021)
- Wealth Advisor @ (October 2017 - May 2020)
- Financial Advisor at The Prudential Insurance Company of America @ (May 2016 - September 2017)
- President and Founder @ Zahav Asset Management (March 2015 - April 2016)
- Senior Associate Advisor and Associate Advisor @ Maller Wealth Advisors/Heritage Financial Consultants (June 2009 - March 2015)
- Private Wealth Advisor @ (December 2005 - June 2009)
- Director of Operations @ I. Rice & Company (January 2001 - December 2005)
- Campaign Associate @ (January 1997 - December 1999)
- Campaign Director @ Jewish Federation of the Lehigh Valley (January 1996 - December 1997)
Daniel Goldfarb Education
- 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 - Baltimore Hebrew University
M.A. (Jewish Studies)
1994-1996 - Rutgers University
B.A. (American Studies)
1989-1993 - College for Financial Planning
CRPC® (CRPC®)
- The American College of Financial Services
ChFC® (ChFC®)
Daniel Goldfarb Skills
- Financial Planning
- Retirement Planning
- Estate Planning
- College Education Planning
- Wealth Management
- Investments
- Retirement Plan Consulting
- Mutual Funds
- Asset Allocation
- Wealth
- Risk Management
- Insurance
- Family Office
- Financial Advisory
- Public Speaking
- Financial Services
- Financial Planners
Daniel Goldfarb Summary
- Daniel Goldfarb, based in Cleveland, OH, US, is currently a Education Consultant at College Consultants Group. Daniel Goldfarb brings experience from previous roles at Empower and Personal Capital. Daniel Goldfarb holds a 1999 - 2001 MBA in Finance & Operations @ Weatherhead School of Management at Case Western Reserve University. With a robust skill set that includes Financial Planning, Retirement Planning, Estate Planning, College Education Planning, Wealth Management and more. Daniel Goldfarb has 1 emails and 1 mobile phone numbers on RocketReach.
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