Elliot I. Goldberg,  CFP<sup>&reg;</sup> - Financial Advisor

Elliot I. Goldberg, CFP®

MBA

Personal Financial Analyst

Wise Steward Corporation

1824 EUCLID ST, APT 2
SANTA MONICA, CA 90404-4619
(310) 450-3610

General

Elliot Goldberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wise Steward Corporation in SANTA MONICA, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Property/casualty: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Insurance, Retirement, Long-term Care, Medical & Health Issues

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