About Daniel Rosenberg, ChFC, CLU, CF2

A Fiduciary with almost 40 years of experience 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 build product, platforms, and the infrastructure for distribution. In the role as Regional Director and National Sales Manager, he has worked with some of the largest investment and insurance firms in the world including, Dreyfus, Fidelity, Lincoln, and many boutique money managers. 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), and certified financial fiduciary (CF2) designations as well as holding the FINRA series 65 licenses. Daniel volunteers his time with sea turtle rescue organizations, the Nature Conservancy, beach and pier clean-ups, and diving assistance for wounded veterans. Passionate about his kids, the environment, and ocean photography.