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Barry G

Series 63

Pittsboro, NC

Commonwealth Financial Network

Barry Goldberg is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Commonwealth since 2017 and previously spent two years with National Planning Corporation. Goldberg is also president and sole owner of BGI Capital Management, Inc., a private entity established for tax and accounting purposes. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Uwe S

Series 63, Series 66

Pittsboro, NC

Commonwealth Financial Network

Uwe Schweikert is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 credentials and has 36 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 27 years before joining Commonwealth in 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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