Seth Goldberg, CFP®SENIOR WEALTH ADVISER
Seth Goldberg is a Senior Wealth Adviser with United Capital Financial Advisers, LLC. He began his career as a financial adviser in 1986 with IDS/American Express. Since that time, Seth has worked for various financial institutions, including IDS/American Express, The Acacia Group and SagePoint Financial.
Seth received his Bachelor of Science in Marketing from the University of Arizona and his MBA with an emphasis on finance from Arizona State University. He received his board designation as a Certified Financial Planner (CFP®) from the College of Financial Planning in Denver, Colorado in 1989 and is an active member in the Financial Planning Association.
For almost 30 years, Seth has been providing clients with investment management and consulting services ranging from financial and retirement planning to estate planning and portfolio management. Seth's main focus is on common-sense strategies to help his clients achieve and maintain financial independence.
Seth has appeared as a special guest commentator on various local radio and television programs. He has been an instructor for seminars and workshops for corporations, nonprofit organizations and special interest groups. He has been involved in a number of charitable organizations, including being a past member of the Board of Trustees of the Leukemia and Lymphoma Society.
Seth and wife Roz, have two sons, Jeremy and Jacob. He enjoys the Arizona outdoors, traveling around the world and spending time with his family.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.