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Yechiel S Goldberg Ph.D., CFP®, ChSNC™

Yechiel S Goldberg, PhD, CFP®, ChSNC®

Yechiel S Goldberg Ph.D., CFP®, ChSNC™

Yechiel S Goldberg, PhD, CFP®, ChSNC®

Yechiel S Goldberg Ph.D., CFP®, ChSNC™

Yechiel S Goldberg, PhD, CFP®, ChSNC®

Profession LogoFINANCIAL PLANNER

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Dr. Goldberg lives in Los Angeles with his wife, two sons, and four cats. He enjoys bicycling and hiking. He serves as assistant scoutmaster for Boy Scout Troop 360 and is a board member of the newly formed Jewish Los Angeles Pooled Special Needs Trust.

Firm Description

We help our clients make their dreams come true for themselves and their loved ones with special needs by providing carefully crafted financial guidance grounded in an understanding of our clients’ values and goals and the current and anticipated needs of their loved ones with special needs.

Clarity, Understanding, Confidence.

When our clients go through the financial planning process with us they gain clarity about their current financial position, understanding of their best financial options, and confidence that their financial decisions will help them achieve their life goals while also ensuring that their loved ones with special needs will be able to live the best life possible.

Hours

Day From To
Monday 8:30 AM 5:00 PM
Tuesday 8:30 AM 5:00 PM
Wednesday 8:30 AM 5:00 PM
Thursday 8:30 AM 5:00 PM
Friday 8:30 AM 3:00 PM

Cost

We offer a complimentary initial consultation and provide a quote after we understand your situation, goals, and how we can best work with you to achieve your goals.

What Is a Special Needs Planner?

Main Office

8383 Wilshire Blvd
Suite 600
Beverly Hills, CA 90211

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts