Back to Search Favorites List

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

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

Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
Submit
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.

Submit

This Office

856 Bell Lane Maple Glen, PA 19002-3319 Phone: (215) 850-9179
View