Daniel Goeken ChFC®, CFP®, BFA™
Dan specializes in the financial planning needs of pre-retirees and retired individuals. He also does presentations on various financial and investment topics in the private and public business sector. His career as a financial advisor started in 1987, spending 17 years with American Express Financial Advisors, Inc. before joining Securities America in June 2004. He established Insight Financial Planning in 2011.
Dan holds the Series 7 and 63 registrations along with Chartered Financial Consultant® (ChFC®), Certified Financial Planner® (CFP®) and Behavioral Financial AdvisorTM (BFATM) professional designations.
He grew up on a farm near Hartington, Nebraska and graduated from Wayne State College.