Danny Lohrfink

Member Since 2022

Danny Lohrfink

Chief Product Officer & Co-Founder


New York City Area

Danny Lohrfink is the Co-Founder and Chief Product Officer of Wealth, a leading digital estate planning company based in Tempe, Arizona. As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution. Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG). Danny graduated cum laude from Georgetown University with a Bachelor of Science in Business Administration. When he’s not working, Danny enjoys spending time with his family as well as hiking, skiing, and running. Danny holds a WSET Level 2 Award in Wines and is known to share his passion for winemaking with anyone that will listen.


  • Product Management
  • Growth Strategy and Execution
  • Product Development


April 18th, 2023

15 business tips for keeping up with industry changes in tech

In the ever-changing tech field, staying on top of industry trends is essential for career and business success.

April 17th, 2023

15 sleep strategies to boost your energy and focus at work

Having enough energy and focus to get through your workday starts with a good night's sleep and healthy habits.

April 14th, 2023

15 mistakes that turned out to be beneficial for leaders in business

Every mistake made as a manager is a learning opportunity and can sometimes even make you more successful.

April 3rd, 2023

How to write internal communications employees will actually read

If you don't want your team's eyes to glaze over every time they see an email from you in their inbox, then apply these internal communication strategies from leading experts.



Wealth is on a mission to modernize estate planning by empowering Americans to create high quality, state-specific estate planning documents such as Revocable Trusts, Wills, Advance Health Care Directives, and Financial Powers of Attorney, right from their home. With extensive experience in trust and estate law, personal financial management and data security, the Wealth team has built the most intuitive, secure and accessible estate planning solution on the market.


  • Personal Finance
  • Legal
  • Estate Planning