Alexander P Goldberg, CFP®

Financial Advisor

  • 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.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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