Daniel K Loventhal, CFP®, CLU®, CLTC®, ChFC®

Financial Representative

Personal

Daniel K. Loventhal CLU®, CFP®, ChFC®, CLTC, joined Northwestern Mutual's Goodwin, Wright office in Buckhead in 2003. He is proud to be a fifth-generation Loventhal and the 15th member of the Loventhal Family to have worked for the company since 1889.
 
In 2008, Daniel joined forces with his father, William G. Loventhal III CLU®, ChFC®, CFP®, AEP®, CASL®, to offer clients the benefits of their combined expertise. Daniel and his father believe the collaborative environment results in creative ideas and solutions for individualize client needs.
 
Dan specializes in working with professionals, high net worth individuals and owners of closely held businesses. His areas of expertise include financial planning, retirement and estate planning and retirement income. Other areas of planning include: long-term care, disability income, life insurance and employee/executive benefits. He also assists clients with development of investment strategies
 
Dan has qualified for the Million Dollar Round Table from 2009-2015 and achieved Court of the Table for the first time in 2014. He has earned the National Quality Award from 2006-2015.  He is currently the local field delegate for the Northwestern Mutual Financial Representative Association. He is also a vice president and board member of the Atlanta National Association of Insurance & Financial Advisors (NAIFA) chapter.
 
A 1998 graduate of the University of Rochester, Dan earned his bachelor's degree in religious studies and holds a certificate in marketing management from Simon School of Business at the University of Rochester.
 
A native of Atlanta, Dan met Rachel Burt, now his wife, while in college. Rachel, who holds a Master of Science degree in nursing from Emory University, has been a nurse practitioner specializing in women's health since 2004.
 
Dan and Rachel are parents of two young boys, Joshua and Theo.  Joshua loves to play baseball, soccer and finds great joy in reading. Theo loves creating artwork, soccer and play with his big brother.
 
Dan has a passion for developing an early sense of financial responsibility with his children and the students at Joshua's elementary school, Globe Academy. He volunteers his time to teach basic financial skills to the students. In his free time, he enjoys reading, softball, hiking, camping, fishing, anything outdoors and spending time with family and friends.
 

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