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Daniel Rondberg is a nationally recognized retirement authority whose mission goes far beyond numbers. He helps people realize their purpose in retirement—guiding them to show up as their best, most intentional selves during the years that matter most. Daniel believes true wealth is created when people give themselves permission to spend their money on what matters most, allowing them to live with meaning, joy, and purpose every single day.
Daniel began his career at JP Morgan before returning to the family business, joining Nation’s First Financial as an independent retirement specialist in Mesa, Arizona. Today, he is known nationwide for designing tax-efficient retirement plans, guaranteed income strategies, and purpose-driven financial frameworks that align with his clients’ deepest values.
A passionate connector, Daniel is dedicated to building a team around each client—bringing together trusted professionals and strategic partners to create a 360° support system that ensures clients never navigate retirement alone. His approach is rooted in relationships, collaboration, and long-term stewardship.
In 2025, Daniel and his wife Jennifer founded the Widows Annuity Foundation, a mission-driven nonprofit created to provide monthly income support for widows facing sudden financial uncertainty. This cause is deeply personal to their family, and represents their shared commitment to compassion, stability, and ensuring no widow faces financial hardship alone.
Daniel is the bestselling author of four books, including Buy Back Your Life. His insights have been featured in Forbes, CNBC, Fox, Yahoo Finance, Entrepreneur Magazine, MarketWatch, IMDB, ABC, The New Yorker, and are even referenced in a newly created Wikipedia page. He has written for or contributed to BetterWealth, Life180, Tom Hegna, Real Wealth Media, and countless additional podcasts and publications.
When he’s not helping people discover purpose-driven retirement, Daniel enjoys traveling with his family and creating meaningful experiences that reflect his own philosophy of intentional living. He lives in Queen Creek, Arizona with his wife Jennifer and their daughters, Cassidy and Spencer—together committed to exploring the world and sharing their message of purposeful retirement.
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