GOLDBERG

After obtaining his business degree from University of Miami in just three years, Gary continued his post graduate studies by attaining the Chartered Life Underwriter and Chartered Financial Consultant designations... He has addressed dozens of estate and business planning seminars on topics such as the funding of irrevocable life insurance trusts, business continuation funding, and employee benefit plans. He is also certified by the Board of Accountancy to provide continuing education seminars for accountants in New Jersey... Unlike most financial services professionals, Gary's expertise is highly focused on the design and implementation of estate liquidity solutions and employee benefit plans. To this end, he has elected to forgo financial planning and investment advisory services.

Also known as: GOLDBERG, LLP

Primary location: Cedar Grove United States