Yechiel S Goldberg, PhD, CFP-r, Chartered Special Needs Consultant-tm
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People work with me to develop a financial plan that uses investment strategies and insurance to ensure they can live the life they want.
I provide my clients with personalized service, getting to know my clients' Goals and values and gaining a deep understanding of their particular financial situation. Using that knowledge and understanding, I guide my clients through the financial planning process and help them develop and implement their financial plan. I provide access to investment advice and investing opportunities, life, disa
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Address
8383 Wilshire Boulevard Ste 600
Beverly Hills, CA
90211
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 3pm |
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Our duty is to serve as responsible stewards for the management and preservation of your wealth. Our commitment is to you and your financial well-being.