Dan Goldberg, Cfp, Chfc, Clu
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Dan Goldberg, Cfp, Chfc, Clu Email & Phone Number

Managing Partner, One Source Advisory at One Source Advisory
Location: Lutz, Florida, United States 2 work roles 1 school
1 work email found @onesourceadvisory.com 8 phones found area 813 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email d****@onesourceadvisory.com
Direct phone (813) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
One Source Advisory
Role
Managing Partner, One Source Advisory
Location
Lutz, Florida, United States
Company size
23 employees

Who is Dan Goldberg, Cfp, Chfc, Clu? Overview

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Quick answer

Dan Goldberg, Cfp, Chfc, Clu is listed as Managing Partner, One Source Advisory at One Source Advisory, a with 23 employees, based in Lutz, Florida, United States. AeroLeads shows a work email signal at onesourceadvisory.com, phone signal with area code 813, and a matched LinkedIn profile for Dan Goldberg, Cfp, Chfc, Clu.

Dan Goldberg, Cfp, Chfc, Clu previously worked as Managing Partner at One Source Advisory and Managing Partner at One Source Advisory. Dan Goldberg, Cfp, Chfc, Clu holds Bs, Marketing from University Of South Florida - College Of Business Administration.

Company email context

Email format at One Source Advisory

This section adds company-level context without repeating Dan Goldberg, Cfp, Chfc, Clu's masked contact details.

{first}@onesourceadvisory.com
89% confidence

AeroLeads found 1 current-domain work email signal for Dan Goldberg, Cfp, Chfc, Clu. Compare company email patterns before reaching out.

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Profile bio

About Dan Goldberg, Cfp, Chfc, Clu

Daniel Goldberg is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. [CA License Number: 0D47189]Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Securities and advisory products and services offered through Principal Securities Financial Services Corporation, 800-247-1737, member SIPC, Des Moines, IA 50392. Daniel Goldberg, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Registered Representative and Financial Advisor. One Source Advisory is not affiliated with Principal Securities Financial Services Corporation.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP ® and CFP ® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements./*********/The skills list below does not imply licensure, training, or the ability to solicit products or services.

Listed skills include Fixed Annuities, Disability Insurance, 401K, Term Life Insurance, and 17 others.

Current workplace

Dan Goldberg, Cfp, Chfc, Clu's current company

Company context helps verify the profile and gives searchers a useful next step.

One Source Advisory
One Source Advisory
Managing Partner, One Source Advisory
17852 US Highway 41 North, Lutz,FL 33549,United States
Website
onesourceadvisory.com
Employees
23
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Company profile
View company profile Email format
2 roles

Dan Goldberg, Cfp, Chfc, Clu work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
One Source Advisory

Lutz, Fl

Managing Partner of One Source Advisory, began his financial services career in 1994 after graduating from the University of South Florida. He immediately began working with the Principal Financial Group®, where he learned how to best serve his client’s needs. He earned his Life, Health and Annuities license in the state of Florida plus many other locations throughout the United States. He received his FINRA Series 6, 63 and 7 securities registrations. With a few years of working with The Principal® under his belt, Dan obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999 and shortly thereafter his Chartered Financial Consultant (ChFC®) designation in 2003, and his Chartered Life Underwriter (CLU®) in 2010 through The American College. Dan keeps up his studies each year with Continuing Education. With this knowledge, Dan can be a resource for both individuals and businesses by putting together plans to help both realize their dreams and goals. Dan is committed to helping our clients reach their goals and service their needs.

May 1994 - Present

Managing Partner

Current
One Source Advisory
May 1994 - Present
Team & coworkers

Colleagues at One Source Advisory

Other employees you can reach at onesourceadvisory.com. View company contacts for 23 employees →

KV Kenneth Van Asdonk Kenneth Van Asdonk Colleague at One Source AdvisoryGreater Tampa Bay Area, United States View → MM Madisyn Muller, Cfp® Madisyn Muller, Cfp® Colleague at One Source AdvisoryLutz, Florida, United States View → LB Lee Brockway Lee Brockway Colleague at One Source AdvisoryTampa, Florida, United States View → LE Lauren Eastman Lauren Eastman Colleague at One Source AdvisoryLutz, Florida, United States View → NJ Nathan Jensen Nathan Jensen Colleague at One Source AdvisoryGreater Tampa Bay Area, United States View → AJ Aaron Jensen Aaron Jensen Colleague at One Source AdvisoryTallahassee, Florida, United States View → JS Joe Sissel, Ricp® Joe Sissel, Ricp® Colleague at One Source AdvisoryGreater Tampa Bay Area, United States View → AJ Aaron Jensen Aaron Jensen Colleague at One Source AdvisoryLutz, Florida, United States View → JR Joseph Rossman Joseph Rossman Colleague at One Source AdvisoryGreater Tampa Bay Area, United States View → MI Morgan Inman Morgan Inman Colleague at One Source AdvisoryLutz, Florida, United States View →
1 education record

Dan Goldberg, Cfp, Chfc, Clu education

FAQ

Frequently asked questions about Dan Goldberg, Cfp, Chfc, Clu

Quick answers generated from the profile data available on this page.

What company does Dan Goldberg, Cfp, Chfc, Clu work for?

Dan Goldberg, Cfp, Chfc, Clu works for One Source Advisory.

What is Dan Goldberg, Cfp, Chfc, Clu's role at One Source Advisory?

Dan Goldberg, Cfp, Chfc, Clu is listed as Managing Partner, One Source Advisory at One Source Advisory.

What is Dan Goldberg, Cfp, Chfc, Clu's email address?

AeroLeads has found 1 work email signal at @onesourceadvisory.com for Dan Goldberg, Cfp, Chfc, Clu at One Source Advisory.

What is Dan Goldberg, Cfp, Chfc, Clu's phone number?

AeroLeads has found 8 phone signal(s) with area code 813 for Dan Goldberg, Cfp, Chfc, Clu at One Source Advisory.

Where is Dan Goldberg, Cfp, Chfc, Clu based?

Dan Goldberg, Cfp, Chfc, Clu is based in Lutz, Florida, United States while working with One Source Advisory.

What companies has Dan Goldberg, Cfp, Chfc, Clu worked for?

Dan Goldberg, Cfp, Chfc, Clu has worked for One Source Advisory.

Who are Dan Goldberg, Cfp, Chfc, Clu's colleagues at One Source Advisory?

Dan Goldberg, Cfp, Chfc, Clu's colleagues at One Source Advisory include Kenneth Van Asdonk, Madisyn Muller, Cfp®, Lee Brockway, Lauren Eastman, and Nathan Jensen.

How can I contact Dan Goldberg, Cfp, Chfc, Clu?

You can use AeroLeads to view verified contact signals for Dan Goldberg, Cfp, Chfc, Clu at One Source Advisory, including work email, phone, and LinkedIn data when available.

What schools did Dan Goldberg, Cfp, Chfc, Clu attend?

Dan Goldberg, Cfp, Chfc, Clu holds Bs, Marketing from University Of South Florida - College Of Business Administration.

What skills is Dan Goldberg, Cfp, Chfc, Clu known for?

Dan Goldberg, Cfp, Chfc, Clu is listed with skills including Fixed Annuities, Disability Insurance, 401K, Term Life Insurance, Iras, Long Term Care, Mutual Funds, and Series 7.

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