Daniel
Goldstein
Pure Financial Advisors, LLC
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About this Advisor
Daniel Goldstein is a certified financial planner operating in Northbrook, Illinois, who has 1 year of industry experience. Goldstein is on the advisory team at Pure Financial Advisors, LLC. During their career, the advisor has held roles at Cibc Bank Usa, Delphi Private Advisors, Hightower Advisers, LLC, Capasso Planning Partners LLC and Pure Financial Advisors, LLC. Goldstein is registered to serve investors in Illinois. Pure Financial Advisors, LLC is a company that has its headquarters in San Diego, CA. The company has offices in six locations and a total of 123 people on staff. It administers $5 billion in assets under management between its 14,757 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises two charities and foundations. Of its 14,757 client accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets. Pure Financial Advisors, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors largely are based on which service is provided. However, fees charged by Pure Financial Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pure Financial Advisors, LLC Brokerage Details
$4,600,614,925
123
14,757
$311,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Daniel Goldstein Work History
Daniel has been registered as a financial advisor for 1 years.*
Pure Financial Advisors, LLC
Capasso Planning Partners LLC
Hightower Advisers, LLC
Delphi Private Advisors
Cibc Bank Usa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Goldstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pure Financial Advisors, LLC
San Diego, CA
San Diego, CA
San Diego, CA
Mercer Island, WA
San Diego, CA
San Diego, CA
San Diego, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
