Michael Goldberg, ChFC®, CLU®

Michael Goldberg, ChFC®, CLU®

Managing Partner and
Retirement Planning Specialist at Evergreen Wealth Strategies, LLC
Retirement Planning Specialist

Office: 314-889-0505
Mobile: 314-518-0395
Fax: 314-863-7801
E-mail:

Website: Visit my web site!

At Retirement Group
 

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

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

As a member of Equitable Advisors Hall of Fame, he has won numerous awards including a National Builders Trophy Management Award in 2006.

He is very active in the community currently serving on the Benefits and Planning Commission in Town and Country, Missouri.  Mike is also active with The Jewish Federation in St. Louis where he serves on the Montefiore Society.

Mike and his wife, Marta have two sons, Daniel and Kevin.  They reside in Town and Country, Missouri.

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC.

The RICP® (Retirement Income Certified Professional® ) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by email at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Evergreen Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Califirnia Insurance License 0D93195

California Insurance License #: 0D93195


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck