Madisyn Muller, Cfp® Email & Phone Number

Madisyn’s mission as a Paraplanner with One Source Advisory is to work closely with Dan Goldberg to help our clients along their path towards their financial goals. She wants to be able to assist in preparing people for retirement and help them enjoy life along the way. She prides herself on being kind, compassionate, driven, and detail-oriented.Madisyn is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has her FINRA Series 7 and 66 securities registrations and her Florida Life and Health Insurance License. Madisyn attended the University of South Florida where she earned her Bachelors of Science Degree in Personal Financial Planning and graduated with Magna Cum Laude honor.The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification indicates the holder has successfully completed the Certified Financial Planner Board of Standards, Inc.'s requirements. This designation does not entitle the holder to offer Securities and advisory products through Principal Securities, Inc.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.Paraplanner to Daniel B Goldberg, CFP®: Paraplanners are not licensed, registered, or entitled to offer financial services or investment advice in any capacity.