Rich Goldberg CLU®, ChFC®, CFP®, AIF®

 

 

Rich brings more than 38years of experience in the financial services industry helping individuals, families, and business owners feel confident about their financial futures.

Throughout his career, Rich has focused on truly understanding his clients’ goals and providing guidance, education, and personalized strategies to help them move forward. He’s committed to making today’s complex financial landscape feel clearer and more manageable, offering thoughtful solutions designed to support clients long‑term goals.

Rich’s depth of knowledge is supported by respected industry designations and licenses, including:

• Chartered Life Underwriter^® (CLU^®) and Chartered Financial Consultant^® (ChFC^®) from The American College
• CERTIFIED FINANCIAL PLANNER^® certification
• FINRA Series 7 and Series 65 securities registrations
• Florida Life, Health, and Variable Annuities insurance license

Rich is a past president of the Broward County Chapter of the Society of Financial Service Professionals and has served on the board of directors for the Broward County Estate Planning Council. Outside of his work, Rich enjoys life in Coral Springs, FL, with his wife.