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David Goss

Senior Financial Planner

David Goss is a CERTIFIED FINANCIAL PLANNER® professional delivering comprehensive solutions to individuals and families. Based in the Greater Tampa Bay Area, he specializes in goal-based planning, retirement strategies, cash flow management, strategic asset allocation, tax-efficient withdrawals, and insurance needs analysis.

David holds a Ph.D. in Music Education from the University of Florida, where his background in teaching and learning deeply informs his approach to financial planning. Passionate about behavioral finance, client alignment, and integrating technology/AI into planning, he is dedicated to helping clients achieve their financial and life goals through personalized, clear, and actionable strategies.

Education: University of Florida, Ph.D.

"Ability is what you're capable of doing. Motivation determines what you do. Attitude determines how well you do it." - Lou Holtz

Follow David

Get to know David

My wife Tracy and I riding the carousel at Busch Gardens

Rooting on the New Jersey Devils

Some Christmas lights at Raymond James Stadium

Our rescue dog Ginger

What book, movie, music, etc. changed your outlook on life?

Man’s Search for Meaning by Viktor Frankl

What's the best meal you've ever had?

A cheeseburger I had late one night while on staff at summer camp in high school. It was probably more the people I was around, than the burger.

If you could meet one person, living or dead, real or fictional, and have a conversation with them, who would you meet and what would you talk about?

Beethoven: Where did you get the idea for your Piano Sonata No. 32? It sounds so close to ragtime, but was written 100 years prior.

What’s the top destination on your must-visit list?

Islay, Scotland