# Daniel Goldstein, CFP

Daniel Goldstein, CFP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130943
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130943

## About

Daniel Goldstein, CFP is a state-registered investment adviser. The firm manages approximately $51 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Daniel Goldstein — Principal

## Related profiles

- [HAWK100](https://altss.com/profile/hawk100)
- [USA Asset Management](https://altss.com/profile/usa-asset-management-llc)

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Last updated: 2026-07-06T01:24:15.093Z

Canonical page: https://altss.com/profile/daniel-goldstein-cfp

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