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Cfp Brian Goldberg
Cfp Brian Goldberg
Regional Vice President | Great American Insurance Group
Atlanta, Georgia, United States
Cfp Brian Goldberg
Summary
Brian Goldberg is a seasoned financial professional with a robust background in sales and wealth management. Currently serving as a Regional Sales Manager at Mass Mutual Ascend, he specializes in asset allocation and strategic financial planning. With over a decade of experience across various prestigious financial institutions, including Wells Fargo and UBS, Brian has honed his expertise in retirement planning and insurance products. He holds both an MBA and a Bachelor's degree in Finance from Florida State University, underscoring his strong academic foundation. Brian's commitment to client success is evident in his extensive knowledge of investment strategies and risk management. His adaptability in the fast-paced finance industry has enabled him to thrive in diverse roles, from financial advisor to regional vice president. Outside of work, he is passionate about sharing insights on wealth management with peers and clients alike.
Cfp Brian Goldberg
Work Experience
Regional Vice President at
Massmutual Ascend Life Insurance Company
October 2022 - Present
Regional Sales Manager/External Wholesaler AL, GA & TN at
Great American Insurance Group
July 2015 - Present
Internal Retirement Consultant at
Wells Fargo & Company
June 2014 - July 2015
Private Banker at
Wells Fargo & Company
November 2012 - June 2014
Certified Financial Planner ™ at
UBS Group AG
January 2009 - November 2012
Financial Advisor at
Wells Fargo Advisors
October 2006 - January 2009
Cfp Brian Goldberg
Education
Florida State University - College of Business, Mba
January 2005 - January 2006
January 2000 - January 2004
Frequently Asked Questions about Cfp Brian Goldberg
What is Cfp Brian Goldberg email address?
Cfp Brian Goldberg's primary email address is *********@gaig.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Brian Goldberg work for?
Cfp Brian Goldberg is a Regional Vice President at Great American Insurance Group.
Where Cfp Brian Goldberg graduated from?
Cfp Brian Goldberg holds a degree in Finance And Real Estate Development from Florida State University - College of Business.
How can I directly contact Cfp Brian Goldberg?
To contact Cfp Brian Goldberg directly, you can use the email address *********@gaig.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Brian Goldberg?
Brian Goldberg is a seasoned financial professional with a robust background in sales and wealth management. Currently serving as a Regional Sales Manager at Mass Mutual Ascend, he specializes in asset allocation and strategic financial planning. With over a decade of experience across various prestigious financial institutions, including Wells Fargo and UBS, Brian has honed his expertise in retirement planning and insurance products. He holds both an MBA and a Bachelor's degree in Finance from Florida State University, underscoring his strong academic foundation. Brian's commitment to client success is evident in his extensive knowledge of investment strategies and risk management. His adaptability in the fast-paced finance industry has enabled him to thrive in diverse roles, from financial advisor to regional vice president. Outside of work, he is passionate about sharing insights on wealth management with peers and clients alike.
Cfp`s contact details
*********@gaig.com
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