Dan Goldberg, CFA, CFP®, CAIA
Chief Investment Officer & Wealth Advisor | Partner
(248) 289-3856 | dgoldberg@divport.com
I’m Dan Goldberg and I’m passionate about the power of compound interest! Let me explain.
I’m originally from just outside of New York City, growing up in North Jersey. I grew up in a family of boys, competing in everything from basketball to video games, with my studies in between. The University of Michigan brought me to the Midwest initially, where I attended the Ross Business School and earned a BBA with High Honors in 2010. Most importantly, I also met my wife Amanda, a lifelong Michigan native, while studying at school.
After school, I said to myself, “Who lives in Michigan?” And started an eleven-year career at J.P. Morgan Asset Management in New York City. J.P. Morgan was a tremendous experience for me, as I was exposed to all that a large bank has to offer. I focused on traditional and alternative fixed income strategies, and everyone in the office knows that I’m a total bond nerd, a title that I wear proudly! Along the way I also became a CFA® Charterholder and CAIA® Charterholder, which come in handy every day.
While I worked with some endowments, foundations, sovereign wealth funds, I always gravitated towards working with individuals. Helping people meet their financial goals gave me endorphins in the way that helping other financial professionals could not. Through my many years of experience, I tried my hardest to spend as much time with Registered Investment Advisors (RIA’s) in the United States (Diversified Portfolios is an RIA). RIAs are fiduciaries and sit on the same side of the table as their clients, which was paramount to me. I wouldn’t have it any other way. Through my travels, unlike RIA’s, I noticed that too often “old school” brokerage models came with too many conflicts of interest
It turns out that a lot of good people live in Michigan! So, we moved our family to Michigan in 2021. I earned my CERTIFIED FINANCIAL PLANNER ™ certification and began my work as Chief Investment Officer for Diversified Portfolios. I wake up in the morning energized and ready to get to work, as this is the highlight of my career. The ability to work with our wonderful clients and my talented colleagues is truly a dream job, and all the credit goes to our founders who created a tremendous culture. My job at the firm is to ensure that all our clients financial plans are backed by well diversified, consistent investment strategies. I’m focused on our client’s portfolio’s ability to compound, which means lowering costs, risks, and taxes as much as possible. We can control what we can control, and in my experience, minimizing those three things gives our portfolios the best chance to compound at the highest rate possible.
I’ve really enjoyed planting roots in Michigan. Outside of work, I love being a dad and our family loves to explore Northern Michigan and all that the state has to offer. I’m an avid New York Mets fan, which my mom says built character, and root for the University of Michigan.
I’d love to have a conversation about your current investment strategy and financial plan to see if we can be helpful to you!
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. As CFA Charterholders, we are held to a standard of loyalty, prudence, and care in all our interactions with clients and must act for the benefit of our clients and place our clients’ interest above our own. We are bound to comply with any legally required fiduciary duty.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP® professionals meet rigorous standards to provide comphrensive financial planning advice.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association. The CAIA designation signified specialized expertise in the complex world of alternative investments, and demonstrates a deep understanding of areas beyond traditional stocks and bonds.
