Robert Goldberg, CLU

For over 35 years, I have been in retirement planning for the Government and Private sectors. I am an independent advisor whose only allegiance is to my clients. I can access multiple resources and tools to help my clients reach retirement goals.

My oath is:

“Considering all conditions surrounding those I serve, I shall make every conscientious effort to ascertain and understand, render that service which .in the same circumstances, I would apply to myself.” 

I am a native New Yorker. I attended New York City Public Schools and City College of New York. After serving in the US Army infantry, I entered the insurance business. I hold the Charter Life Underwriter designation (CLU). I am proud of my lifetime membership in the prestigious Million Dollar Round Table (MDRT). I have written many articles for trade publications and have spoken at numerous industry and public venues.

I reside with my wife, Norma, in Rye Brook, New York. We have two adult children, Suzanne and Stephen, and four amazing Grandchildren. I am an active member of my community, serving as the ranking member of the finance committee of our Condo. I have spent considerable time fundraising for the MDRT Foundation, the charitable arm of the Million Dollar Round Table. In my free time, I enjoy golf and my gym membership. I am an avid sports fan and root for the Knicks, Jets, and Mets. My wife and I love to travel and have been to some of the most exciting places in the world.

I am excited about being a Certified Advisor for the Institute of Financial Wellness. Our software offers a unique Mathematical and Scientific technique that helps clients raise their retirement success scores and gives them greater peace of mind about their retirement years

I invite you to sign up for a complimentary retirement score analysis by accessing the link below and booking an appointment with me.

Licensed in Florida, Ohio, Texas, Virginia, Connecticut, New Jersey, and New York.


  • Chartered Life Underwriter ® (CLU)
  • Million Dollar Round Table (MDRT)
  • Federal & State Retirement Specialist


  • Financial Services
  • Retirement Planning
  • Insurance Services
  • Estate Planning

Robert Goldberg

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