DAN GOLDSTEIN, CFP®

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.

BEVERLY HILLS

9777 Wilshire Blvd., Suite 1018
Beverly Hills, CA 90212
310.300.9898 
800.780.9858 
310.388.1329 

info@lourdmurray.com

BATON ROUGE

4658 Bluebonnet Blvd. Suite B
Baton Rouge, LA 70809
504.620.3585 
800.780.9858 
504.265.9392 

info@lourdmurray.com

SAN DIEGO

3611 Valley Centre Drive Suite 125
San Diego, CA 92130
858.222.8050 
858.222.8080 

info@lourdmurray.com

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