Dan Gould, CLU®, ChFC®, CFP®
Dan Gould has been a financial planning and wealth advisor expert for over 30 years; ever since, his entrepreneurial spirit and desire to help inspired him to start Gould Financial Group in 1991. "When I saw the mistakes my parents made, that motivated me to help others like them, but I wanted to do it my way, the way I thought people should be cared about. That's why I started the firm," he says. With this as his guide, he's been breaking the mold of financial planning with a multigenerational, relationship-first approach for three decades.
Gould Financial Group is a comprehensive, full-service wealth management firm helping high-net-worth individuals, families, business owners, and professionals create multigenerational financial plans. Their team of advisors spans ages and stages of life, guiding their clients through the present and well into the future, helping with all aspects of financial planning, from mortgage rates to student loans, benefits packages to business succession, and planning, wills, trusts, and powers of attorney. "We all share our generational insights and wisdom so that our entire team has a broad view of everyone we serve," Dan explains.
Having worked with many clients for over 25 years, Dan and his team have the privilege of seeing these relationships blossom as they see their financial goals turn from dreams to reality. "I enjoy helping people reach their goals," he says, "and seeing my younger advisors form relationships with my clients' kids is really cool!"
Dan Gould, CLU®, ChFC®, CFP®
Founder & Private Wealth Advisor — Gould Financial Group
Website: https://www.gouldfinancialgroup.com/
LinkedIn: https://www.linkedin.com/company/gould-financial-group/