Daniel K Loventhal
Financial Advisor|CFP®, CLU®, CLTC®, ChFC®
Personal
A 1998 graduate of the University of Rochester, Dan earned his bachelor's degree in religious studies and holds a certificate in marketing management from Simon School of Business at the University of Rochester.
A native of Atlanta, Dan met Rachel Burt, now his wife, while in college. Rachel, who holds a Master of Science degree in nursing from Emory University, has been a nurse practitioner specializing in women's health since 2004.
Dan and Rachel are parents of two boys, Joshua and Theo. Joshua loves to play baseball, soccer and finds great joy in reading. Theo loves music, soccer and hanging out with his big brother.
In his free time, Dan enjoys reading, softball, hiking, camping, fishing, anything outdoors and spending time with family and friends.
Professional
Daniel K. Loventhal CLU®, CFP®, ChFC®, CLTC®, joined Northwestern Mutual's Goodwin, Wright office in Buckhead in 2003. He is proud to be a fifth-generation Loventhal and the 15th member of the Loventhal Family to have worked for the company since 1889.
In 2008, Daniel joined forces with his father, William G. Loventhal III CLU®, ChFC®, CFP®, AEP®, CASL®, RICP® to offer clients the benefits of their combined expertise. Daniel and his father believe the collaborative environment results in creative ideas and solutions for individualize client needs.
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 distribution strategies. 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.
Education
- University of Rochester, Bachelor's Degree Religious Studies
- William E. Simon School of Business, Marketing Management Certificate
- The American College / Byrn Mawr
Certifications and Designations
- CFP® – CERTIFIED FINANCIAL PLANNER™ completed in 2007
- CLU® – Chartered Life Underwriter completed in 2010
- CLTC® – Certified in Long-Term Care completed in 2010
- ChFC® – Chartered Financial Consultant completed in 2013
Organizations
- AAIFA - Past President
- Atlanta Associate of Insurance and Financial Advisors
- SFSP membership
- Society for Financial Service Professionals
- AEPC membership
- Atlanta Estate Planning Council
- Financial Representative Association - Vice President/Secretary
- Diversity and Inclusion Council Member for Goodwin, Wright
- University of Rochester Alumni Association
- Delta Upsilon Alumni Association
- Temple Sinai
- Hadassah Associate
Years of Experience
Representing Northwestern Mutual since 2003.
Awards and Recognition
Dan has qualified for the Million Dollar Round Table from 2009-2022, achieved Court of the Table from 2014 to 2022 and Top of the Table for the first time in 2022. He has earned the National Quality Award from 2006-2022. He is also a Past President of the Atlanta National Association of Insurance & Financial Advisors (NAIFA) chapter.
- Million Dollar Round Table Local Representative for the Atlanta Area, 2010 -2011
- Million Dollar Round Table Member 2009 – 2022
- Million Dollar Round Table - Court of the Table 2014 - 2022
- Million Dollar Round Table - Top of the Table 2022
- NAIFA Top 40 Financial Advisers under 40, 2010 - 2015
- NAIFA Quality Award, 2006 - 2022 (National Quality and National Sale Achievement Awards were consolidated in 2010)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Education Planning & Funding
Advisory Services
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
