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

Financial Representative

Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.


Education

University of Rochester, Bachelor's Degree Religious Studies

William E. Simon School of Business, Marketing Management Certificate

The American College / Byrn Mawr

  • CFP® – CERTIFIED FINANCIAL PLANNER™ completed in 2007
  • CLU® – Chartered Life Underwriter completed in 2010
  • CLTC – Certified in Long-Term Care completed in 2010
  • ChFC® – Chartered Financial Consultant completed in 2013

Organizations 

  • AAIFA - 2nd Vice President and Board Member
  • SFSP membership
  • Financial Representative Association Field Delegate for the Goodwin-Wright Agency
  • MDRT - Member 2009 – 2015, Court of the Table 2014
  • MDRT Local Representative for the Atlanta Area, 2010 -2011
  • Diversity and Inclusion Council Member for Goodwin, Wright
  • University of Rochester Alumni Association
  • Delta Upsilon Alumni Association
  • Temple Sinai
  • Hadassah Associate
  • Globe Academy Charter School Financial Literary Committee, theglobeacademy.org

Additional Honors & Awards

  • Million Dollar Round Table Member 2009 – 2015
  • Million Dollar Round Table - Court of the Table 2014
  • NAIFA Top 40 Financial Advisers under 40, 2010 - 2015
  • NAIFA Quality Award, 2006 - 2015 (National Quality and National Sale Achievement Awards were consolidated in 2010)

 

Years of Experience

Representing Northwestern Mutual since 2003.

 

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