“I’m always trying to better my clients’ experience and figure out how I can make that experience better. What value-add can I continue to give my clients?”
With dreams of being a sports agent, or the general manager of the Boston Red Sox, Dan Karlsberg’s journey into the financial services industry has been nothing short of unique. After spending 15 years in sales within the sports industry, Dan knew he was ready to take on a new career opportunity. Thanks to some advice from a couple of friends, he took the leap into financial services and soon found himself in the independent space. In 2017, he founded Freedom Trail Wealth at Dove Mountain, where he currently serves as president and specializes in working with pre- and post-retirees on retirement income planning strategies, legacy planning, and fully comprehensive long-term financial plans.
Tune into Episode 189: Creating Honest Conversations, as Dan joins Cambridge CEO Amy Webber to discuss:
Dan Karlsberg has been working in the financial industry since 2012 and is the Founder and President of Freedom Trail Wealth at Dove Mountain. He offers a full-service financial services practice that specializes in working with pre- and post-retirees on retirement income planning strategies, legacy planning, and fully comprehensive long-term financial plans to help clients achieve their short, intermediate, and long-term financial goals.
Dan holds Series 7 & 66 securities registrations and is insurance licensed in the states of Arizona, Arkansas, California, Colorado, Florida, Iowa, Michigan, and Georgia. Before starting his own firm, Dan began his financial career as an advisor with Edward Jones. Previously, Dan had worked in the sports industry for over 15 years. He served in various capacities including Vice President of Sales, Sales Manager, General Manager and Account Executive for organizations such as the NBA’s New Orleans Hornets and Orlando Magic, MLB’s Washington Nationals & Milwaukee Brewers, and the NHL’s Tampa Bay Lightning & Florida Panthers as well as the Durham Americans of the Coastal Plain League.
When not helping clients, Dan enjoys spending time with his wife, Annette and three children, Aubrey, Dalanna, and Brody. He also stays busy being active in his community and volunteers with several non-profit organizations that support autism awareness, education and research in Southern Arizona.
Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor in all 50 states. Cambridge and Freedom Trail Wealth at Dove Mountain are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.