Jacob Goldberg | GoldBook Financial

Jacob Goldberg joined GoldBook Financial in July 2024 as an Investment Advisor Representative specializing in Wealth Management, Retirement Planning, and Multi-Generational Estate & Tax Planning Strategies. With over 15 years in the financial services industry, Jacob’s goal is to service and advise his clients and their families throughout their lifetimes.

Jacob graduated from California State University Fresno.

In his free time, Jacob enjoys spending time traveling as well as hiking and skiing.

Jacob holds FINRA Series 7, 63, 66 & LUTCF and is Life, Accident and Health licensed.

CA Insurance License #0G52897, domiciled in CA.

CRN202709-7149752

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