Dahlia Goldberg, CFP®
Designations and Licenses
Dahlia is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Dahlia works with wealth advisors and senior wealth advisors to develop personalized wealth solutions and financial plans that include tax planning, investment strategies and estate planning to help meet each client’s needs and goals.
Prior to joining Mariner Wealth Advisors in 2007, Dahlia worked at a family office, supporting the client service team’s vice presidents and financial planning associates. She worked with the team to provide comprehensive financial planning to high-net-worth clients with a focus on estate planning.
Dahlia holds two Bachelor of Arts degrees from the University of Texas at Austin; one in business management from the McCombs School of Business and the other in mathematics with a focus on secondary education. She is a member of the Financial Planning Association of Dallas.
In her free time, Dahlia enjoys taking her Goldendoodle, Ruben, on walks around the city with her husband.