Dan Goldberg, Managing Partner of One Source Advisory, began his financial services career in 1994 after graduating from the University of South Florida with a degree in Marketing. He immediately began working with the Principal Financial Group ®, where he learned how to best serve his client’s needs.

Daniel Goldberg, CFP, ChFC, CLUManaging Partner

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Dan Goldberg, Managing Partner of One Source Advisory, began his career in 1994 after graduating from the University of South Florida with a degree in Marketing. He began working in insurance where he learned how to best serve his client’s needs. He earned the Florida 2-15 Life, Health and Variable Annuities license plus many other locations throughout the United States. With this knowledge, Dan can be a resource for both individuals and businesses by putting together plans to help both realize their dreams and goals. Dan is committed to helping our clients reach their goals and service their needs.

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(p) 813-961-7940 (f) 813-961-7583
17852 US Hwy. 41 N.
Lutz, FL 33549

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