Jeffrey M. Golden,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey M. Golden, CFP®

Circle Advisers, Inc.

420 Lexington Ave, Rm 2500
New York, NY 10170-0020
FINANCIAL ADVISOR'S WEBSITE
(212) 885-4204 CONNECT WITH Jeffrey
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General

Jeffrey Golden is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Circle Advisers, Inc. in New York, NY and the surrounding communities.

Financial Advisor Overview

Specializes in helping American Express executives turn their compensation and benefits into retirement income. He helps AmEx executives draw on resources such as compensation, investment assets, and Social Security to create a steady income so they can look forward to a fulfilling retirement.

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Financial Advisor Experience

Jeffrey Golden is a CERTIFIED FINANCIAL PLANNER® professional for 25 years and an experienced wealth advisor. He has been a member of the Circle Advisers team for over 23 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: NY, NJ
  • Health/disability insurance: NY, NJ
  • Fixed annuities: NY, NJ
  • Variable annuities: NY, NJ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Medical & Health Issues

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Helpful Financial Planning Resources