Dahlia Goldberg, CFP^®

Designations and licenses

Dahlia is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Dahlia provides personalized wealth management solutions for affluent families, corporate executives and business owners. She works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals.

Prior to joining Mariner in 2017, Dahlia worked at a family office, supporting the client service team’s vice presidents and financial planning associates in providing comprehensive financial planning to high-net-worth clients with a focus on estate planning.

Dahlia has Bachelor of Arts degrees in business management from the McCombs School of Business and in mathematics with a focus on secondary education, both from the University of Texas at Austin. She is a member of the Financial Planning Association of Dallas.

Personal interests

Dahlia and her husband have two wonderful children and a lovable goldendoodle. She enjoys playing with her young kids, traveling and spending time with family and friends.

Dahlia’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.