A complete list of active advisors currently associated with Goldberg Financial Advisors, LLC

Warmer can help you find a great advisor at Goldberg Financial Advisors, LLC or one who fits your needs even better.

Goldberg Financial Advisors, LLC is an independent SEC-registered advisory firm that manages roughly $120 million for about 57 clients, including individuals, high-net-worth households, trusts, charitable organizations, and corporate entities. The firm provides comprehensive portfolio management, financial planning and consulting, and retirement plan/pension consulting for employer-sponsored plans. The firm delivers individualized, discretionary portfolio management using a mix of fundamental, technical and cyclical analysis and may implement long-term, short-term and active trading strategies; cash balances are generally placed in conservative short-term instruments. It also uses options and other derivatives in separately managed accounts and provides plan-level services—such as investment policy development, investment monitoring, and ERISA fiduciary support for retirement plans. Compared with many solo independent advisers, the firm is notable for managing institutional and pension clients and for serving charitable organization accounts, client types that are less common in this category. The principal also undertakes external corporate strategic consulting (allocated up to about 20% of time), and the firm’s custodian relationship provides access to institutional research and operational services.

To learn more about the advisors currently working at Goldberg Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Goldberg	El Segundo, CA	15

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