Daniel Loventhal

Daniel K Loventhal

Financial Representative

  • CFP®
  • CLU®
  • CLTC®
  • ChFC®
FINRA BrokerCheck
  • CA License: #0F59274

3438 Peachtree Rd NE, Phipps Tower Ste 1200
Atlanta, GA 30326
404-846-3175 Visit my website

About my practice

Dan specializes in working with professionals, high net worth individuals and owners of closely held businesses. His areas of expertise include financial planning, retirement and estate planning and retirement income. Other areas of planning include: long-term care, disability income, life insurance and employee/executive benefits. He also assists clients with development of investment strategies.

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