Dafna Gold,
CEPA®, CWS®, PWA®
Vice President, Wealth Management
Certified Exit Planning Advisor
Dafna Gold, CEPA®, CWS®, PWA® is a trusted advisor to visionary founders and business owners, offering strategic counsel at the intersection of business transition and personal wealth. With decades of experience in financial services and specialized accreditation as a Certified Exit Planning Advisor, Dafna partners with clients to design thoughtful, value-enhancing exit strategies—guiding them through the complexities of enterprise value optimization, liquidity events, goal alignment, and successful execution.
Her approach is both methodical and deeply personalized. Following the business sale, Dafna continues to guide her clients through the next chapter of their financial journey, delivering sophisticated wealth management solutions that encompass investment strategy, income planning, trust and estate design, philanthropic structuring, and multigenerational legacy planning. Renowned for her unwavering commitment to client service and her ability to distill complexity into clarity, Dafna empowers visionary founders to manage their wealth with purpose, precision, and foresight.
Dafna began her career at Goldman Sachs after graduating with honors from the University of Pennsylvania, where she contributed to special projects within the Equities Division. She later joined Citigroup, serving on an elite team within the real estate investment division, advising high-net-worth individuals and institutional clients.
After earning her master’s degree from Columbia University, Dafna joined Limited Brands, where she worked in supply chain management and was twice honored with the Synergy Award for excellence in strategic planning and execution. She subsequently served as Director in Business Development for Victoria’s Secret stores and catalog. Her career spans a diverse range of industries, including private equity, financial services, and corporate strategy.
Deeply committed to helping clients turn vision into action, Dafna proudly serves on the regional board of the Guitars Over Guns Organization in Miami. Outside of work, she enjoys spending time with her children, rock climbing, running, cycling, and playing guitar in rock bands.
Dafna has earned the Private Wealth Advisor designation from Raymond James, reflecting her expertise in managing the complex financial needs of individuals, families, and organizations of significant wealth, and her mastery of the strategies and resources required to support their expansive financial interests.
Raymond James is not affiliated with and does not endorse the opinions or services of Guitars Over Guns.
