Gary Goldberg, the Founder/President of Financial & Tax Strategies, LLC., is a veteran of the U.S. Air Force, and a retired multi-year St. Clare (O’Fallon, IL) Parish Council President & Building Committee Co- Chairman. He currently serves as a Director of the Fairwood Lake Homeowners Association, a Managing Director of Redwood Tax Specialists, and volunteers for many St. Louis area charities.
Gary joined the financial services industry in 1988. His financial advice has been shared in a variety of media outlets, such as CBS MarketWatch, radio programs on KMOX-AM & KTRS-AM, & newspaper interviews including the Belleville News-Democrat and the St. Louis Post-Dispatch. Gary was interviewed in NYC regarding his UNIQUE & EXCLUSIVE proprietary process that helps prevent retirees financial problems & Social Security benefit mistakes with an emphasis on income planning! This aired on NBC, CBS & Fox television stations in 2022. Gary Co-Produced the award-winning motion picture The Retirement Deception, a documentary exposing the truth behind Wall Street deceptions.
Gary is a veteran educator for current financial topics and provides wisdom & comfort for financial freedom during retirement. He frequently leads seminars, podcasts, and webinars on such topics as preparing for retirement, financial management, tax reduction, legacy planning and college aid planning. He also makes it a priority to work with individuals who are frequently overlooked in the financial services industry, including women and those in the LGBT community. He has passed the Series 6, 7, 24, 26, 63 and 65 securities exams, and he holds various insurance licenses. He is an Investment Advisor Representative, a Registered Principal, a Registered Financial Consultant (RFC®) and is a Certified Financial Professional with The Institute of Financial Wellness. He is also degreed in Business Administration.
Gary is married to a special education teacher, is the father of three adopted children and has two grandkids. In his free time, he enjoys spending time with his family, travel, serving St. Louis Pride, charitable organizations, and his church.
As an experienced Money Advisor for successful individuals, families & business owners in the Metro St. Louis (MO & IL) & St. Petersburg (FL) communities, the holistic style of the Goldberg Team goal is to help people to Retire Younger, Richer & With Less Anxiety using wisdom, unique & personalized strategies for protection and growth, and by building lasting, meaningful relationships based on candor, trust, integrity, and superior client service!
LICENSES & ACCREDITATIONS
- Investment Advisor Representative
- Registered Principal
- Registered Financial Consultant (RFC®)
AREAS OF EXPERTISE
- Retirement Income Planning
- Financial Planning
- Legacy Planning
- Estate Planning