Dan Goldstein, CFP®


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Dan Goldstein, CFP®

Senior Wealth Advisor

Before coming to LourdMurray, Dan spent more than seven years working as a Senior Investment Advisor in the private wealth group of a large multi-national bank at their U.S. headquarters in Chicago.
Dan holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He earned his MBA with concentrations in Finance, Economics and Accounting from the University of Chicago’s Booth School of Business and his Bachelor of Arts degree in Finance from Bradley University.
Dan lived in the Midwest his entire life before relocating to San Diego. A former Division I soccer player, Dan enjoys running and staying active, as well as spending time with his family. Dan is also an avid Cleveland sports fan.