Michael Goldberg


Retirement Planning Specialist

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

Mike was awarded the Retirement Planning Specialist designation by Equitable Advisors upon receipt of a certificate in Retirement Planning from the Wharton School – University of Pennsylvania in 2006. He is also credentialed by Equitable Advisors as an Advanced Estate Planner (AEP) and in Financial Planning.

As far as his approach, 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 have two sons, Daniel and Kevin, and daughter-in-law Dahlia.



The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: #0D93195

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