Jason E Goldberg,
CFP®
Private Wealth AdvisorFirst Vice President, Investments
As a Certified Financial Planner® practitioner with more than 24 years of industry experience, Jason customizes sophisticated investment strategies for high-net-worth families, corporate executives and small-business owners. His areas of guidance include custom asset strategies, customized retirement planning and multigenerational asset transition. Jason uses asset allocation strategies to create well-balanced investment plans that are diversified across different asset classes and designed to help mitigate market losses.
Jason has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
He is highly adept at seeing the big picture of each client's financial life – linking where they are today with the financial objectives they want to achieve for the future. Jason cohesively ties together all aspects of each client's financial life, collaborating with their accountants and attorneys, when appropriate.
By being certified by the CFP Board, Jason utilizes the six-step investment planning process set forth by the Certified Financial Planner Board of Standards, Inc. In addition, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Before joining Raymond James in 2013, Jason worked as a financial advisor at A.G. Edwards, which merged with Wachovia Securities and eventually became Wells Fargo Advisors. He holds several securities licenses and earned a bachelor's degree from John Carroll University in University Heights, Ohio.
Jason lives in Fairfield Township with his wife, Julie, and their three children. Active in his community, he is a member of the Liberty-West Chester Rotary Club, the Hamilton Community Foundation Advisory Board, the Cincinnati Estate Planning Council, the Stephen T. Badin Endowment Board and the Stephen T. Badin Development Board.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with any of the companies mentioned.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
