David W. Goldberg, Principal

Dave specializes in serving the financial planning needs of high net worth individuals and business owners. Mr. Goldberg leads a team of trusted advisors in developing sophisticated estate planning, tax reduction and wealth preservation techniques. His clients benefit from his extensive experience, and through the broad range of approaches he taps to create financial plans to meet their personal and business planning objectives. Dave graduated college in 1966 and taught in New York City for three years. Following his teaching career, he worked at EF Hutton for the next 5 years, then ventured into his own business. He then went to Connecticut General Life Insurance Company and was trained to work with business owners and high net worth clients. This was and still is his calling. He has been doing this now for over 40 years. In 2002 Mr. Goldberg affiliated with Innovative Planning Services and the National Network of Accountants, an organization created to assist accounting firms in their effort to provide effective financial planning services for their clients. Mr. Goldberg’s 40+ years of experience in the financial services industry along with his Series 7 and Insurance license gives him the foundation needed to counsel other professionals in strategies for growing accounting practices, regardless of size or economic conditions. His association with the National Network of Accountants has proved to be of mutual benefit. Mr. Goldberg has developed relationships with a number of accounting firms that provide services to privately held businesses and their owners. This has given him the opportunity to guide financial services professionals in their implementation of effective strategies and programs that would reduce income taxes and enhance savings for their clients, thereby assisting them in reaching their financial objectives more rapidly and during any economic cycle. 

Email: dwgconsult@nnaplan.com

Mobile: 516.695.8202