Dan Goldberg, CFA, CFP®, CAIA

Chief Investment Officer & Wealth Advisor

(248) 289-3856  |  dgoldberg@divport.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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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.

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.