About Daniel Rosenberg, ChFC, CLU, CF2

A 30-year investment industry veteran, with experience as a successful financial planning professional, as well as an institutional distribution executive. He has consulted for REITs, Hedge Funds, IMO’s, insurance companies, and large multinational firms to create product, platforms, 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 including, Dreyfus, Fidelity, Lincoln, and many boutique money managers. Mr. Rosenberg has earned numerous industry production awards such as the Achiever Award at Fidelity investments and membership into the prestigious Million Dollar Round Table. In addition, he has been a presenter and coached hundreds of the most successful financial advisors in the industry (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 an Master of Business Administration (MBA) from the University of Miami school of business. He has earned the chartered life underwriter (CLU) and chartered financial consultant (ChFC) designations as well as holding the FINRA series 7, 63, 65, and 24 licenses. Daniel volunteers his time with sea turtle rescue operations, the Nature Conservancy, is an executive with the Surfrider Foundation, 4Ocean beach and pier clean-ups, and diving assistance for wounded veterans. Passionate about his kids, the environment, and ocean photography.