Title in the firm
Licenses, Certifications and Designations
CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Financial Consultant
Dan Goeken started in the financial services industry in 1987. His experience includes training and management of advisors along with extensive financial planning for his clients. His professional accomplishments include obtaining the Chartered Financial Consultant and the CERTIFIED FINANCIAL PLANNER™ certifications.
Dan specializes in working with pre-retirees and retired individuals, helping them sort out, organizing their financial concerns and goals, monitoring their progress and servicing these clients on an ongoing basis. He feels it is important and enjoys building long-term relationship with his clients and getting to know their whole picture. A caring, thoughtful approach to his clients is essential to him.
In addition to working with individual clients, Dan also does presentations on various financial and investment topics in both the private and public sector. Educating individuals on the many facets of the financial world is another aspect Dan feels is essential in helping them understand their investments and attaining financial goals.
Working in Financial Services Since
Dan grew up on a farm near Hartington, Nebraska and graduated from Wayne State College. He and his wife, Sandy, live on an acreage outside of Norfolk and have one son, Seth. During his time outside the office, Dan’s interest includes reading, golfing, boating and running, including the completion of several marathons.