Bob Goldberg (CFP®, CPCU)
Bob Goldberg focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Insurance Related Issues
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Insurance Related Issues
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I am a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in the Financial Services industry. As a FEE ONLY provider for financial planning or financial advice you are provided services that focus on your best interest as I am your fiduciary. My specialties include detailed financial planning, economics-based retirement planning, life insurance selection, healthcare and Medicare selection, investment selection, estate planning and employee financial education.NAPFA Start Date
January 02, 2025
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.