Financial Planning for Do It Yourself (DIY) Investors

Instructor: Bob Goldberg
Instructor's Bio: Bob Goldberg, CFP®, is an independent certified financial planner. Before becoming a financial planner, Bob spent most of his professional career working for numerous insurance companies in both the P&C and Life Insurance industries. He provides financial advice that enables his clients to manage their own assets with minimal long-term support. His passion is educating people so they can manage their own wealth creation. His specialties include detailed financial planning, economics-based retirement planning, life insurance selection, health care (including Medicare) selection, investment selection, estate planning and employee financial education. Bob lives in Maple Glen.