Daniel Goldfarb Location
- Cleveland, OH, US
Daniel Goldfarb Work
- 2024 -now Senior Manager Advisory and Planning- Wealth Management @
- 2023 -2024 Senior Financial Advisor @
- 2023 -2023 Financial Advisor @
- 2021 -now Education Consultant @ College Consultants Group
- 2021 -2023 Financial Advisor @
- 2020 -2021 Operations Manager @
- 2017 -2020 Wealth Advisor @
- 2016 -2017 Financial Advisor at The Prudential Insurance Company of America @
- 2015 -2016 President and Founder @ Zahav Asset Management
- 2009 -2015 Senior Associate Advisor and Associate Advisor @ Maller Wealth Advisors/Heritage Financial Consultants
- 2005 -2009 Private Wealth Advisor @
- 2001 -2005 Director of Operations @ I. Rice & Company
- 1997 -1999 Campaign Associate @
- 1996 -1997 Campaign Director @ Jewish Federation of the Lehigh Valley
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 - Towson University
M.A. (Jewish Studies)
1994-1996 - Rutgers University-New Brunswick
B.A. (American Studies)
1989-1993 - College for Financial Planning
CRPC®
- The American College of Financial Services
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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