Dan Goldberg CFP®, ChFC®, CLU®, AIF®
Managing Partner
Dan Goldberg is the Managing Partner of One Source Advisory. Dan began his financial services career in 1994 after graduating from the University of South Florida with a Bachelors of Science degree in Marketing. He immediately began working with Principal® Financial Network, where he learned how to serve his client's needs. He holds his Florida 2-15 Life, Health and Variable Annuities license and his FINRA Series 6, 63 and 7 securities registrations and is a CERTIFIED FINANCIAL PLANNER® practitioner. Dan also holds the Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU® )and an Accredited Investment Fiduciary (AIF®) designations.
Dan uses his education and experience to assist in client's in building a plan for their future. He is a resource for both individuals and businesses.
Dan is a proud husband and father who enjoys being involved in his community and is an avid runner.