Yechiel S. Goldberg

Credentials:
  • ChSNC™
  • CFP®

Focus: Special Care, Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education, Charitable Giving

Languages: English

My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.

I live in Los Angeles with my wife, two sons, and four cats. I enjoy bicycling, swimming, and hiking. I serve as Chair of the Jewish Committee on Scouting. I am a board member of the Jewish Los Angeles Pooled Special Needs Trust and an Ambassador of the Los Angeles Area Chamber of Commerce.

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Fraser Financial Group

Main Office

8383 Wilshire Blvd Suite 600
Beverly Hills, CA 90211-2425

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CRN201912-180567