David E. Goldberger

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.