For more than 40 years, Dan Rosenberg has worked directly with individuals and families to help protect their wealth. In addition, he has partnered with money managers and major financial institutions to develop investment products, build distribution platforms and infrastructure, and support the rigorous due diligence process behind financial solutions.
As a Certified Financial Fiduciary®, every recommendation is guided by one principle: always acting in the client's best interest.
What if you were unknowingly paying thousands of dollars every year in hidden investment fees?
In The Fee Killer, Daniel Rosenberg reveals how seemingly small management fees can quietly erode retirement savings over time. Drawing on decades of industry experience and real client stories, he explains how investors can recognize unnecessary costs, ask better questions, and make more informed financial decisions.
Whether you're approaching retirement or already retired, The Fee Killer offers practical insights to help you better understand investment costs and make more confident financial decisions.
View on Amazon →Better questions lead to better financial decisions.
In Honest Conversations, Daniel Rosenberg shares over three decades of experience helping families, business owners, and financial professionals navigate the complexities of retirement and wealth planning. This practical guide empowers readers to have more meaningful conversations with their advisors and build greater confidence in their financial future.
Whether you're preparing for retirement, building long-term wealth, or simply looking to become a more informed investor, Honest Conversations provides practical insights to help you ask better questions, make smarter decisions, and work more effectively with your financial professionals.
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For more than four decades, Dan has helped individuals, families, and business owners navigate retirement with disciplined strategies built on trust, experience, and fiduciary guidance.
Throughout his career, Dan has held executive leadership roles, guiding national sales teams, consulting with financial institutions, and mentoring advisors across the country. His experience extends far beyond individual planning to shaping strategies for firms, insurance companies, REITs, and investment organizations.
Dan believes financial confidence begins with education. Through his published books, advisor coaching, and public speaking, he has helped thousands better understand retirement, fiduciary responsibility, and long-term financial planning.
Beyond the financial world, Dan is passionate about protecting the environment and giving back to the community. Through surf photography, sea turtle conservation, adaptive diving, and beach cleanups, he remains committed to preserving the natural beauty of Florida's coastline for future generations.
Dan Rosenberg is a Certified Financial Fiduciary® with nearly four decades of experience helping individuals, families, and institutions build retirement strategies with confidence. Throughout his career he has served as a financial planning professional, institutional distribution executive, consultant, and advisor to some of the nation's leading financial organizations.
Dan has consulted for REITs, hedge funds, insurance companies, and multinational investment firms, helping develop products, distribution strategies, and advisor education programs. As Regional Director and National Sales Manager, he has worked alongside organizations including Dreyfus, Fidelity, Lincoln Financial and numerous boutique investment managers. He has also coached financial advisors from Merrill Lynch, UBS, Raymond James, Wells Fargo, BB&T and many others in public speaking, branding, value proposition, and practice management.
Dan earned a Bachelor of Arts from the University of Georgia and an MBA from the University of Miami School of Business. He holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Fiduciary® (CF2®), and FINRA Series 65 designations. Outside of work he volunteers with sea turtle rescue organizations, supports adaptive diving for wounded veterans, participates in beach cleanups, and enjoys photographing Florida's coastline through his passion for surf photography.