Dafna Gold,

Dafna Gold (AAMS™, CEPA) is a seasoned professional with decades of experience in financial services. As a financial advisor, she places client service above all else. Offering a disciplined and comprehensive wealth management approach, Dafna guides her clients in a range of matters from personal finance issues like college savings, divorce, retirement, trust and estates, to multigenerational and legacy planning. For those individuals or families growing their business or preparing to sell their companies, as a Certified Exit Planning Advisor Dafna draws on her years of experience to counsel her clients on the best strategies to increase the value of their companies and achieve their personal financial goals.

After graduating from the University of Pennsylvania with Honors, Dafna began her career at Goldman Sachs working on special projects for the Equities Division. Years later, Dafna moved to Citigroup, where she was part of a select group of professionals in a real estate investment division that worked directly with high-net-worth individuals and institutional clients. Upon completing her Masters at Columbia University, Dafna worked in supply chain at the Limited Brands where she was twice honored with the Synergy Award for her strategic planning and execution. She then served as Director in Business Development for Victoria Secret stores and catalogue. Later, Dafna continued to work as a consultant across various industries from real estate private equity and financial services to small business owners looking to grow and thrive.

Dafna is committed to listening and helping her clients translate their vision to action and achieve their goals. Dafna proudly serves as a regional board member of Guitars Over Guns Organization in Miami. In her free time, she enjoys spending time with her children, rock climbing, training for and racing triathlons and playing guitar in classic rock bands.