Alexander P Goldberg, CFP®

Financial Representative

  • Office 949-863-5918
  • Office 949-614-9192

Key Decisions. Aligned Action. Financial Freedom.

Our mission is to help our clients experience true financial freedom by envisioning their ideal future, identifying key decisions that need to be made, and taking action together, one step at a time.

 

Whether you are a client seeking to access your accounts, a future client doing a little homework before you make a decision, or just trying to learn a bit more about financial planning, we are glad you are here!

We hope the content on this website helps you to:

  • Understand how having a written, easy-to-follow financial plan and a team of advisors to ask the right questions can help you experience true financial freedom.

  • Learn more about the elements of a financial plan, especially for professionals approaching retirement in today’s market.

  • Discover a team of financial professionals that have a deep passion to serve their clients and a keen understanding for what it takes to create certainty in an uncertain economy.

While we serve clients from all walks of life, we find we can add the most value with the following clients:

Business Owners | Professionals Approaching Retirement | Physicians | Attorneys

If you have any thoughts or questions, would like to schedule time to chat with Alex, or we can be a resource in any way, please don’t hesitate to call our office or email Alex directly at alex.goldberg@nm.com.

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

10 Questions to Ask Your Home Inspector

Getting ready to make an offer on a house? Don’t forget to include a home-inspection contingency in your agreement of sale. Here are a few questions to ask your home inspector.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck