Dan Goldberg, CFA, CFP®, CAIA
(248) 289-3856 | email@example.com
Dan is passionate about investments and financial markets and loves working to help people with any financial matter or concern. Dan joined the firm in 2021 after spending 11 years as an investment specialist for an asset manager in New York City. Dan graduated from the University of Michigan and is a CFA® charterholder, a CAIA® charterholder, and a CERTIFIED FINANCIAL PLANNER™ professional. Dan has been published by Barron’s and quoted by the Wall Street Journal. In 2022, Dan was named to the Detroit Jewish News ’36 under 36′ list. Outside of the office, Dan loves spending time with his wife Amanda and daughters Lyla and Zoey.