Mitchell Goldberg

Background

About Mitchell Goldberg

Hello there! I’m Mitch Goldberg. Welcome to my world of sharing ideas, dialogue, and learning. Thank you to my connections for posting amazing content. It still takes my breath away how I am connected with people from all over the world who are smart, interesting, and even funny. I have all that for the low price of just sharing the lessons of my successes and mistakes. When I multiply the number of those lessons by the number of lessons from my connections, it’s an equation that comes out to a pretty huge amount of knowledge. Speaking of equations, half of my business is math. The other half is communications. You see, I’m a financial planner and it’s my job to put these two jobs together in a way that’s just right for you. We all start at point A and we all want to get to point Z, right? That’s what I help you do. My tools are investments, insurance, and a flexible plan. Oh, and I come with a lot of years of experience. How many years? Let’s just say Pearl Jam was a chart topper back when I started in the financial services industry and you couldn’t hit a club without hearing Ice Ice Baby:). But in all seriousness, it was 1990. The advice I provide is unbiased, and I write about financial topics a lot, mostly for CNBC and my own email distribution, which you could receive by emailing me a request to join. I post it all on LinkedIn too. If I may say, I write cool stuff that presents the world of markets and finance in ways that are unique and easy to absorb. You can check it all out at I look forward to connecting with you! Securities and investment advisory services offered through LPL Financial. Member FINRA/SIPC. ClientFirst Strategy, Inc. 425 Broadhollow Road, Suite 422, Melville, NY 11747 (631) 920-6624. ClientFirst Strategy, Inc. is not an affiliate of LPL. To view other important client information, visit Any posts on this site may not reflect the views or opinions of LPL.