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Benjamin G
Series 65, Series 66
Tucson, AZ
Enlightened Advisors Wealth Management LLC
Benjamin Goldberg is the principal of Enlightened Advisors Wealth Management LLC in Tucson, AZ, holding Series 65 and Series 66 licenses with 19 years of industry experience. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017 and has owned Q&A Insurance Agency since 2015. Goldberg also owns Enlightened Advisors LLC, the entity he uses to conduct insurance business. Enlightened Advisors Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $8.35 million across about 42 relationships. The firm develops customized Investment Policy Statements and implements portfolios using a range of investment products, operating primarily on a non-discretionary basis and requiring explicit client approval for trades.
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