With over 35 years of experience in retirement planning. Bob Goldberg specializes in guiding federal and state employees toward a secure financial future. His passion for helping individuals navigate the complexities of retirement is evident in his commitment to providing educational support and comprehensive roadmaps tailored to each client’s unique needs.
A proud graduate of New York City schools and City College of New York, Bob also served in the military, which he deepened his understanding of the unique retirement challenges faced by service members and government employees.
Bob and his wife Norma reside in Rye Brook, New York. They are proud parents of two adult children and four amazing grandchildren. In his leisure time, Bob enjoys playing golf and is an avid supporter of the Knicks, Mets, and Jets.
Bob understands that planning for retirement can feel overwhelming, which is why he collaborates with a dedicated team of experienced professionals. Together, they offer expert advice and guidance, ensuring that clients feel supported throughout the entire planning process.
9706 Plymouth Rd, Suite 600 San Antonio, TX, 78216
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and American Benefits Advisor are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Copyright © 2024 Sherpa Financial LLC - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.