Alec Goldberg began his journey in financial services as an intern after his freshman year at Penn State, driven by a deep-rooted interest in finance nurtured by his family from a young age. His dedication to his studies and passion for financial planning was evident throughout his academic career, and he graduated with a Bachelor of Science in Finance with a focus in Economics.

Alec has passed the Securities Industry Essentials (SIE) Exam, Series 7, Series 66, and the Life Accident Health and Annuities credentials, demonstrating his comprehensive knowledge and commitment to the financial services industry. He obtained the Registered Financial Consultant (RFC) designation and continues to further his studies in financial services.

Over the past year, Alec’s skills and dedication have earned him a promotion to Director of Financial Planning. In this role, he continues to provide tailored financial advice, leveraging his knowledge and experience to help clients achieve their financial goals.

Alec focuses on comprehensive financial planning, investment strategies, and estate and executive planning solutions. His client-centric approach emphasizes building lasting relationships and delivering personalized strategies that align with each client’s unique needs and objectives.

Outside of his professional endeavors, Alec enjoys golfing, spending time at the Jersey shore, and cherishing moments with family and friends.

He remains committed to continuous learning and professional growth with the goal of staying current in the industry and delivering the highest level of service to his clients.