Daniel Goodman
Partner, Director of Insurance Strategies
I joined EBFG in 2020. I am committed to excellence and personalized service for my clients. I truly care. I was born and raised in Philadelphia, PA and currently reside in Los Angeles, CA.
I feel a great sense of accomplishment when I can assist our clients in achieving their personal and financial goals. My passion lies in partnering with young families to help them secure a financially stable future. I understand the unique challenges they face and offer tailored solutions to meet their needs. In addition to my work with families, I focus on providing comprehensive financial planning services to corporate clients. This includes designing effective buy-sell plans, 162 bonus plans, split-dollar arrangements, and non-qualified deferred compensation plans to meet the diverse needs of our corporate clients.
When I am not working, I enjoy golf, tennis, cooking, skiing, fitness, live music, and time with friends and family.
CA Insurance Lic. #4092399