Daniel Loventhal, CFP®, CLU®, CLTC, ChFC® in

Daniel Loventhal, CFP®, CLU®, CLTC, ChFC®

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Financial Advisor at Northwestern Mutual Wealth Management Company
📍 Atlanta, Georgia, United States

Daniel Loventhal is a certified Financial Advisor with Northwestern Mutual, specializing in developing long-term financial security for clients. His expertise is backed by multiple designations, including CFP® and ChFC®, and a Marketing Management Certificate from the University of Rochesters Simon Business School.

Active in his professional and local communities, Daniel serves as a board member for the Atlanta Associate of Insurance and Financial Advisors. He is also committed to youth education, volunteering as a Financial Literacy Committee Member for the Globe Academy Charter School.

He is the 5th generation of his family to work at Northwestern Mutual, continuing a legacy of 15 family members over 134 years.

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Experience
22 Years
Current Role
Financial Advisor
Location
Atlanta, Georgia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daniel cares about

Long-term Financial Security
His stated mission is to provide expert guidance for a lifetime of financial security, focusing on protecting and preserving assets for his clients.
Investment Market Analysis
He frequently shares analysis on how AI, inflation, and Fed policy are shaping the current investment landscape and creating opportunities for diversified portfolios.
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Career

Work history

8-2003
Financial Advisor
Northwestern Mutual Wealth Management Company
In the press

Media appearances

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Education
2003 - 2017
Financial Education for Securities
The American College/Bryn Mawr, Pennsylvania
1995 - 1998
Marketing Management Certificate
University of Rochester - Simon Business School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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