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

Financial Representative


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.


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


  • 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 - 2019 (National Quality and National Sale Achievement Awards were consolidated in 2010)


Years of Experience

Representing Northwestern Mutual since 2003.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck