Madisyn’s mission as a Paraplanner with One Source Advisory is to work closely with Dan Goldberg to help our clients along their path towards their financial goals. She wants to be able to assist Dan in preparing people for retirement and help them enjoy life along the way. She prides herself on being kind, compassionate, driven, and detail-oriented.
Madisyn is a CERTIFIED FINANCIAL PLANNER® professional and has her FINRA Series 7 and 66 securities registrations and her Florida Life and Health Insurance License. Madisyn attended the University of South Florida where she earned her Bachelors of Science Degree in Personal Financial Planning and graduated with Magna Cum Laude honor.
Madisyn and her husband reside in the Spring Hill area with their two children. Her hobbies and interests include spending time with family and friends and traveling.
*Madisyn Muller is not registered to sell securities and advisory products or services through Principal Securities, Inc.
The CERTIFIED FINANCIAL PLANNER® certification indicates the holder has successfully completed the Certified Financial Planner Board of Standards, Inc.'s requirements. This designation does not entitle the holder to offer Securities and advisory products through Principal Securities, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.