Daniel  Goott,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Goott, CFP®

AIF

Partner

Cerity Partners, LLC

4900 Woodway Dr, Ste 550
Houston, TX 77056
FINANCIAL ADVISOR'S WEBSITE
(713) 622-9111

General

Daniel Goott is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cerity Partners, LLC in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance: TX,CA
  • Fixed annuities: TX,CA
  • Variable annuities: TX,CA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

More

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