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Elliot I. Goldberg, CFP®, MBA

Wise Steward Corporation

1824 EUCLID ST
APT 2
SANTA MONICA, CA 90404-4619
Phone: (310) 450-3610
Fax: (310) 450-6620

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Insurance
  • Retirement
  • Long-term Care
  • Medical & Health Issues

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.