Daniel B. Goldberg,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel B. Goldberg, CFP®

ChFC, CLU

DBG Financial Group, Inc.

17852 US Highway 41 N
Lutz, FL 33549-4502
(888) 249-8649
(813) 961-7940

General

Daniel Goldberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DBG Financial Group, Inc. in Lutz, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources