Alex Goldberg
Co-founder & Financial Advisor @Periscope Wealth Advisors
Los Angeles, CA, US
EMAILS
a•••@periscopewealthadvisors.com
MOBILE NUMBERS
+19•••••••92
Signup · Get unlimited contacts
WORK HISTORY
Jul 2022 — Present
Co-founder & Financial Advisor @Periscope Wealth Advisors
View department →
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
2006 — 2010
California State University-Long Beach - College of Business
Bachelor of Science - BS, Finance, General
2011 — 2013
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner (CFP®)
ABOUT ALEX GOLDBERG
Alex is the co-founder of Periscope Wealth Advisors, a wealth management firm based in…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.