Advisor at Goldberg Financial Advisors, LLC
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Firm
Goldberg Financial Advisors, LLC
Location
El Segundo, CA 90245
Credentials
CFA®, Series 63, Series 65
Industry experience
14 years
Daniel Goldberg is the principal of Goldberg Financial Advisors, LLC in El Segundo, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory role, he performs strategic planning and corporate development consulting for various companies, which is separate from his investment advisory services. Goldberg Financial Advisors serves individuals, trusts, estates, charitable organizations, and corporate plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including the use of derivatives in managed accounts, and offers specialized services such as institutional retirement plan consulting and charitable organization management.
Based on Goldberg Financial Advisors, LLC
Based on Goldberg Financial Advisors, LLC
Retirement Plan Consulting flat fees ranging from $5,000 to $100,000 per year
1.0% annually on any assets under management
Financial planning and consulting services at $500/hour; Retirement Plan Consulting up to $750/hour
Account minimum: $500,000 Fee-only: Financial planning and consulting services charged at $500 per hour
222 Pacific Coast Highway, 10 Th Floor
El Segundo, CA 90245
California · Texas
Goldberg Financial Advisors, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 63, Series 65
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Linda A. Walker, CFP
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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