Joel S. Goldberg,  CFP<sup>&reg;</sup> - Financial Advisor

Joel S. Goldberg, CFP®

Pincus & Goldberg

50 W Montgomery Ave, Ste 330
Rockville, MD 20850
(301) 605-7388


Joel Goldberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pincus & Goldberg in Rockville, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: MD, VA, DC
  • Health/disability insurance: MD, VA, DC
  • Variable annuities: MD, VA, DC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Mutual Funds, Retirement


Helpful Financial Planning Resources