Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner & Market Leader
Houston
Client Advisory
Daniel is a Partner and Market Leader for the Houston office with over 20 years of experience as a financial advisor. As a member of the firm’s Wealth Management practice, he is responsible for delivering investment and planning services to clients. He is committed to helping clients develop holistic financial plans to achieve personal and financial objectives.
Prior to joining Cerity Partners, Daniel was a Principal at Investec Wealth Strategies. Prior to joining Investec in 2003, Daniel started his career as a financial advisor with Prudential Securities in California.
Daniel is active in his children’s sports leagues where he coaches both their baseball and softball teams.
Q:
Who inspired you to pursue your career in financial management?
My father, John. Growing up, I didn't really know what he did for a living but always admired and looked up to him. As a young adult, I recognized the good in what he does and wanted to emulate that for myself. After college, I came home, and for the first time, I told him I wanted to work with him. He was both surprised and elated. We agreed I should paddle my own canoe for a few years and make sure I liked the industry and I could learn a bit in the outside world. Four years later, I joined forces with John and the rest is history.
What should your clients know the most about you?
I care about people and am a giver. I am always looking to help people both at work and in my personal life. I am so blessed to have the life I do, and want to give back and help others as much as I can.
What do you do in your personal life that helps you help your clients?
I coach my kids' sports teams. Teaching athletes new concepts and dealing with their parents both on and off the field has provided me with a new level of patience as well as an appreciation for teaching others with different learning styles.
How would you describe your best day doing what you do?
My best day would be meeting with clients all day. I love the interaction with people and helping people achieve their financial goals.
Daniel Goott
Estate Planning
Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.
Partner
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
