There are many financial advisors working in the marketplace. Here are some key reasons that help distinguish us from the rest.
Our focus and background is as financial planners
The plan drives the investments, not the other way around. Before we select even the first investment, we customize a financial plan that outlines where you’re going in life. There is no place for emotional investing in our plans. We customize investment strategies for families, professionals, executives and business owners – and rely on a disciplined and conservative long-term investment approach grounded in equity research.
Jason Goldberg and David Rodrigo are Certified Financial Planner™ practitioners
Not all financial advisors are CFPs. Only individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. Both Jason Goldberg and David Rodrigo are Certified Financial Planner™ practitioners who work as a team sharing complementary strengths.
We not only see the big picture of your financial life, but every detail
By essentially serving as your family's financial steward, we fully address every financial matter that impacts your life. You can count on us to take care of every aspect, advocate the right services and make strategic recommendations to tax and legal advisors when warranted.
We establish a good client-advisor relationship from the very beginning
Before you even become a client, our FIT plan helps us determine if we are a good fit for you, and you are a good fit for us. We want to make sure upfront that our expertise aligns with your needs and that you see the value we can bring to the relationship. We prefer to work with clients who can best benefit from the expertise and added value we offer.