David Goldberg, CFP®
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
David has provided wealth advice and investment advisory services to individuals, families, pensions, estates and trusts for nearly three decades. Prior to joining Mariner Wealth Advisors, he established Snow Creek Wealth Management, LLC. Mariner Wealth Advisors acquired Snow Creek in October 2019.
Prior to Snow Creek, David was a limited partner at J.C. Bradford & Co., an independent representative advisor at Raymond James and owner of the investment advisory firm David Goldberg & Associates.
He has a degree in economics from Boston University.
David has been active in the community as a member of service clubs and educational boards including Rotary, Homework Hotline, Abintra Montessori School, Financial Planning Association of Middle Tennessee and the ECON Club of Nashville.