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Daniel G
CFA®, Series 63, Series 65
El Segundo, CA
Goldberg Financial Advisors, LLC
Daniel Goldberg is the principal of Goldberg Financial Advisors, LLC in El Segundo, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory role, he performs strategic planning and corporate development consulting for various companies, which is separate from his investment advisory services. Goldberg Financial Advisors serves individuals, trusts, estates, charitable organizations, and corporate plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including the use of derivatives in managed accounts, and offers specialized services such as institutional retirement plan consulting and charitable organization management.
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