My name is Daniel Rosenberg. I specialize in helping my clients financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.
Despite the current volatility in the market and the elevated interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.
Over my 30 years in the investment industry, I’ve had the privilege of working as a successful financial planning professional and institutional distribution executive. Throughout my career, I’ve consulted for various firms, including REITs, Hedge Funds, IMO’s, and insurance companies, to create innovative products, platforms, and distribution infrastructure.
As a Regional Director and National Sales Manager, I’m proud to say that I’ve been a top-tiered and award-winning producer for some of the biggest investment and insurance firms in the world, such as Dreyfus, Fidelity, Lincoln, and many boutique money managers. I’ve earned numerous industry production awards, such as the Achiever Award at Fidelity Investments, and have been inducted into the prestigious Million Dollar Round Table.
I graduated with a Bachelor of Arts from the University of Georgia and a Master of Business Administration (MBA) from the University of Miami School of Business. I hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations and have various FINRA licenses, including series 7, 63, 65, and 24.
I’m also passionate about sharing my knowledge and experience with others. I’ve been a presenter and coach for hundreds of successful financial advisors in the industry, including those from Merrill Lynch, UBS, Raymond James, BBT, and Wells Fargo. I’ve helped them hone their public speaking and presentation skills, develop their value proposition and branding, and improve their practice management.
When I’m not working, I enjoy volunteering my time with various organizations, such as sea turtle rescue operations, the Nature Conservancy, and the Surfrider Foundation. I’m also passionate about beach and pier clean-ups with 4Ocean and diving assistance for wounded veterans. My family, the environment, and ocean photography are my biggest passions in life.
While I am currently living in Florida, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, as well as, share computer screens so that we are all on the same page. I can show you first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most asked questions in a simple, personalized way. All my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.
Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.
Sincerely,
Danny Rosenberg, CLU, ChFC
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