Daniel Goodman- Daniel graduated from San Jose State University with Honors with degrees in Economics, Business Finance and Humanities. He also holds an MBA from Santa Clara University with a concentration in Behavioral Finance and Quantitative Decision Methods.

Daniel is both a Certified Financial Planner and Chartered Life Underwriter. He is the Director of Financial Planning and Wealth Advisor at Sierra Pacific Financial Advisors, LLC. He has over 20 years of experience in the financial planning industry and enjoys using his extensive financial planning and investment knowledge to champion financial literacy and help clients achieve their personal and custom financial dreams.

Listen to this informative Legacy Leaders episode with Daniel Goodman about strategic financial planning.

Here is what to expect on this week’s show:● Daniel specializes in assisting executives with substantial equity compensation planning for retirement in eight to ten years. Sierra Pacific Financial Advisors caters to clients through their satellite offices in San Jose and Oakland, offering educational webinars, a social media presence, and easy access to booking meetings through their website.● Daniel emphasizes the importance of tax-efficient strategies in financial planning, debunking the misconception that their focus is solely on trading portfolios. This approach involves constructing portfolios with specific goals to balance maximizing returns while minimizing potential losses, emphasizing the need for a strategic and holistic financial plan beyond just trading activities.● Daniel explains the anxiety of making sound financial recommendations and managing clients' hard-earned wealth is a critical concern. He prioritizes serving his clients by staying informed about market trends and tax implications to protect their financial well-being, reflecting the fiduciary responsibilities of a Certified Financial Planner.● Daniel's approach to financial planning involves creating tailored plans that show active listening to clients and aim to overcome negative experiences in the financial industry. He also places a strong emphasis on building trust with clients by being transparent about investment reviews and ensuring tax efficiency in financial strategies.

Connect with Daniel: Website: https://www.sierrapfa.com/YouTube: https://www.youtube.com/channel/UCcTpSeyJYGHvoKAa3bQEJtAInstagram: https://www.instagram.com/sierrapacificfinancialadvisors/LinkedIn: https://www.linkedin.com/company/sierra-pacific-financial-advisors/Facebook: https://www.facebook.com/sierrapfa/

With your Guest Host Robert Bergman:Bob Bergman is an Estate Planning attorney who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts. Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization. App

A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County. He is a 15+ year member of Wealthcounsel, a national association of estate planning attorneys with thousands of members. He has also taught continuing legal education to other attorneys

Bob presents frequent seminars on living trust planning and is the host of “Plan Your Estate Radio, “ a Monday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Bob is married with twin teenage daughters, and enjoys live theater, travel, and wargaming in miniature.

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