Seth D. Goldberg,  CFP<sup>&reg;</sup> - Financial Advisor

Seth D. Goldberg, CFP®

Senior Wealth Adviser

United Capital

16427 North Scottsdale Rd, Suite 395
Scottsdale, AZ 85254
(480) 948-0800

General

Seth Goldberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Capital in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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