Jacob Goldbergemail
GoldBook Financial - La Jolla
4275 Executive Square, Ste 450
La Jolla, CA 92037
La Jolla, CA 92037
Professional Story
Jacob Goldberg joined GoldBook Financial in July 2024 as an Investment Advisor Representative specializing in Wealth Management, Retirement Planning, and Multi-Generational Estate & Tax Planning Strategies. With over 15 years in the financial services industry, Jacob’s goal is to service and advise his clients and their families throughout their lifetimes.
Jacob graduated from California State University Fresno.
In his free time, Jacob enjoys spending time traveling as well as hiking and skiing.
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck