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PUBLIC-SOURCE PROFILE

Dahlia Goldberg

Managing Director & Senior Wealth Advisor

Mariner

Plano, Texas

BACKGROUND & PLANNING FOCUS

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Dahlia Goldberg builds and monitors customized wealth plans for affluent families, executives and business owners in Plano. She begins with clients’ goals and values, then coordinates implementation. Before joining Mariner in 2017, she worked in a family office setting with a particular focus on estate planning.

Business ownersCorporate executivesFinancial planningEstate planningCFP®
Reported firm
Mariner
CRD number
Not listed in this profile
Minimum investment
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

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