Jacob Goldberg is an Investment Advisor Representative specializing in Wealth Management, Retirement Planning, and Multi-Generational Estate & Tax Planning Strategies. Jacob’s goal is to serve and advise his clients and their families throughout their lifetimes. Working with clients who are divorced or divorcing requires special expertise, patience, and a level of understanding that Jacob has acquired over many years. Working with Vesta allows a client access to every resource necessary to navigate the divorce transition successfully.
Jacob has a personal understanding of this process of divorce and the complexities that must be navigated to achieve the best resolution, having gone through it himself. He works to ensure that the client’s financial successes extend beyond the divorce process and into their futures for many years to come.
Tel: 619-992-7131
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