Profiles |
PartnersJay B. Goldberg, CPA, PFS Mr. Goldberg brings over 25 years experience in managing both the personal and business matters of professionals in the entertainment, financial, medical, real estate and legal fields as well as other high net worth individuals. Mr. Goldberg assists clients with financial planning and managing their diverse day-to-day financial and administrative activities. Through a proactive planning process, Mr. Goldberg works closely with each client to understand their specific needs and accordingly develops a customized financial plan. Mr. Goldberg received his B.A. from Baruch College of the City University of New York and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He is licensed as a CPA in New York and is Certified as a Personal Financial Specialist. Mr. Goldberg is a past Board Member and Treasurer of the South Baldwin Jewish Center and is currently serving on the Board of several not-for-profit organizations including holding both the position of Executive Board Member and Treasurer of the Worldwide Children's Foundation of New York. |
|

