Alex Goldberg
Co-Founder & Certified Financial Planner ™ at Periscope Wealth Advisors
- Role
- Co-founder & Financial Advisor at Periscope Wealth Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Alex Goldberg
Alex is the co-founder of Periscope Wealth Advisors, a wealth management firm based in…
Experience
Co-founder & Financial Advisor
Jul 2022 — Present · Anaheim Hills, CA, US
Periscope Wealth Advisors is a wealth management firm based in Anaheim Hills, CA and San Luis Obispo, CA. Through our knowledge of Retirement Planning, Tax Strategy, and Wealth Management, we are specially equipped to help our clients navigate the financial complexities that accompany retirement.
Education
California State University-Long Beach - College of Business
Bachelor of Science - BS, Finance, General
2006 — 2010
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner (CFP®)
2011 — 2013
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