1 month ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2018
- 516.487.8220
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3 Dakota Dr.
Suite 310
Lake Success, NY 11042
David E. Goldberger
Financial Advisor
- Oyster Bay, NY
- A People’s History of the United States | Groundhog Day
- Paul McCartney, Jeff Bezos, and Thomas Jefferson
- Treat others as you would like to be treated.
- Authenticity, honesty, and loyalty
Financial Advisors
David is a wealth management advisor who works out of the Lake Success, NY office.
David became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. He serves as a financial advisor and is responsible for assisting advisors with their clients’ financial planning and investments needs. He is motivated to help clients live their personal dreams by fostering their financial success.
Prior to joining the firm, David served as a financial representative at AXA Advisors where he assisted clients with their financial planning and has worked in the industry since 2017. When he is not in the office or with a client, David enjoys traveling, golf, and playing guitar.
Education
- Bachelor of Science degree in business administration and finance from American University
- Master of Business Administration degree in investment management from Pace University Lubin School of Business
News & Resources
Resources
Wealth Management
2 months ago
Financial Planning Checklist for Times of Crisis
It can be tough to keep cool when you see...
Resources
2 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
2 years ago
CAPTRUST Continues Rapid Growth with Addition of $1.4 Billion Long Island-Based FCE Group
Financial consulting firm FCE Group, headquartered in Long Island, New...