Meet Fiduciary Daniel Rosenberg

A Fiduciary and Industry Insider, Mr. Rosenberg is a 35-year investment industry veteran with experience as a successful financial planning professional, as well as an institutional distribution executive. He has helped thousands of individuals protect their wealth, their future, and their legacy. 

In addition, he has consulted for REITs, Hedge Funds, insurance companies, and large investment firms to create product, platforms, complete the Due Diligence process, and the infrastructure for distribution. In the role as Regional Director and National Sales Manager, he has been a top tiered and award-winning producer for some of the largest investment and insurance firms in the world as well as boutique money managers. 

Daniel has been a presenter and coached hundreds of the most successful financial advisors in the industry (e.g., Merrill Lynch, UBS, Raymond James, BBT, Wells Fargo, etc.) on public speaking and presentation skills, value proposition, branding, and practice management.

Mr. Rosenberg graduated with a bachelor of arts from the University of Georgia and with an Masters of business administration (MBA) from the University of Miami school of business. He has earned the Chartered Life Underwriter (CLU) ,Chartered Financial Consultant (ChFC), and Certified Financial Fiduciary (CF2) designations, as well as FINRA  licenses. Danny volunteers his time with sea turtle rescue operations, the Nature Conservancy, beach and pier clean-ups, and is a certified adaptive diving assistant. Passionate about his kids, the environment, and ocean photography! Author of Honest Conversations, https://www.barnesandnoble.com/w/book/1144544385?ean=9780983174837