Daniel Goodman

CLU®, CFP®

Sierra Pacific Financial Advisors, LLC

Director of Planning, Wealth Advisor

Daniel Goodman

CLU®, CFP®

Sierra Pacific Financial Advisors, LLC

Director of Planning, Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Goodman, CLU®, CFP®

925-223-8868 ext. 1003

A Fee-Only, Independent Firm With Offices in Pleasanton, Cupertino, and Oakland, CA, providing an array of services for your unique financial needs

Meet Daniel Goodman

Daniel Goodman joined SPFA as the director of financial planning and wealth advisor. He utilizes his experience and background to develop holistic financial plans, retirement planning, stock equity strategy, college funding, tax planning and risk mitigation/insurance need analysis. Daniel listens to client’s goals and ideals, and creates sound strategies to meet their objectives from estate tax management, legacy planning to charitable gifting.

Daniel has over 20 years in financial planning for both corporate and individual clients.  He enjoys combining his extensive knowledge of financial planning and presentation skills to help clients engage and implement their plans.  Prior to joining SPFA, Daniel:

  • Served as the Director of Planning and Investment Operations with a Financial Times 400 Wealth Advisor Team at Northwestern Mutual.
  • Owned and operated his own small business in Livermore for over 8 years.
  • Earned and holds the following degrees and certifications:
    • Certified Financial Planner ®
    • Charted Life Underwriter
    • M.B.A (Concentration in Investment Management and Quantitative Decision Methods), Santa Clara University
    • B.A. Economics (dual minor in Finance and Humanities), San Jose State University
    • Member of the National Association of Personal Financial Advisors (NAPFA)

Being a part of the team at SPFA, Daniel enjoys meeting clients, finding out what drives them and discovering their “why”. He appreciates the holistic approach and advanced planning techniques adopted at SPFA to develop custom financial plans which help clients realize their goals and aspirations.

Daniel grew up in Santa Fe, New Mexico and moved to California shortly after graduating high school. Daniel, his wife Holly and their three daughters live in Livermore. They all enjoy gardening and spend many weekends at their family cabin in North Lake Tahoe.  Daniel and Holly also volunteer at their local church.

Daniel Goodman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel Goodman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Daniel Goodman

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Office Locations:

  • 7077 Koll Center Parkway
    Suite 120
    Pleasanton, CA 94566
  • 19925 Stevens Creek Blvd
    Suite 100
    Cupertino, CA 95014
  • 1300 Clay Street
    Suite 600
    Oakland, CA 94612

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