About Michael Goldberg

Mike Goldberg joined AXA Advisors in 1980 after graduating from the University of Missouri-Columbia with a Bachelor of Science degree in Business Administration. He received his Charted Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in 1989.                                                                                                                                     

 

In 2006, Mike was awarded the Retirement Planning Specialist designation by AXA Advisors upon receipt of a certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania. He is also credentialed by Equitable Advisors as an Advanced Estate Planner (AEP) and in Financial Planning. In describing his approach to financial planning, Mike says, “I rely on comprehensive planning tools to make sure our clients reach their individualized goals and objectives over their lifetimes.”

A member of the Equitable Advisors Hall of Fame, he has won numerous awards, including The Order of Excalibur and The Hallmark IV, recognizing his success in guiding clients to financial security. Mike is active in his community, serving on the Ways and Means Commission in Town and Country, Missouri, as well as the Montefiore Society with The Jewish Federation in St. Louis.

Mike lives in Town and Country with his wife, Marta. They are the proud parents of Daniel Goldberg and Kevin and Dahlia Goldberg.

 

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.  Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Evergreen Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.