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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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