Meet Neil Goldberg, ChFC®


Neil Goldberg, ChFC® specializes in helping his clients plan for and transition into retirement. Neil hosts workshops sharing investment and estate planning concepts with clients and also leads the Fund Selection Team.

Neil began his financial services career in 1986 at The Phoenix Equity Planning Corporation and Aetna Retirement Services. He worked in the investment, retirement and offshore funds areas for 14 years helping clients evaluate retirement plans and investment alternatives.

Neil graduated from the University of Connecticut with a B.A. in Economics and from Rensselaer Polytechnic Institute with a Master’s degree in Business.

Fun facts about Neil

  • Enjoys hiking and going to concerts
  • Spent three years traveling extensively in Latin America during the early part of his career
  • Enjoys playing guitar

“I joined AdviceOne after seeing how well the advisors and staff treat their clients and their dedication to giving the best possible advice. Having spent many years working with other advisors, brokers and insurance agents, I could immediately appreciate The AdviceOne Difference. I have a passion for helping my clients analyze their options and working with them to self-actualize their vision of retirement.”

Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.

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