CFP, CLU, CHFC, RHU, CASL

 

Roy C. Goldberg, CFP, CLU, ChFC, CASL, RHUComprehensive Financial Advisor & Retirement Income Coach

Roy C. Goldberg, CFP©, CLU, ChFC, CASL, RHU
Certified Financial Planner ™
Registered Representative & Investment Advisor Rep.

 

PUTTING YOUR INTERESTS FIRST

 

I believe in placing your best interests first. Therefore, I  

commit to these five fiduciary principles:

I will put your best interests first.

I will act with prudence; that is, with the skill, care,

diligence and the good judgment of a professional.

I will not mislead you and I will provide full,

and fair disclosure of all important facts.

I will avoid conflicts of interest.

I will fully disclose and fairly manage, in your favor, any

unavoidable conflicts. (adtrax 2510171.1)

 

Roy C. Goldberg, CFP®, CLU, ChFC, CASL, RHU

Certified Financial Planner ™ (103665, CRD4527609, & Va. License 501349)

 

Roy joined Itzkowitz, & LeCompte Insurance Agency after 25 years of sales management and as a Principal for a family-owned wholesale distributor of Whirlpool Appliances, RCA, and Sony Consumer Electronics.  He helped pioneer the cellular phone industry in Virginia in the 1980's.  After the sale of the appliance business to Circuit City, he began a second a career in financial services with SIL Insurance Agency and SIL Financial.  Roy was appointed by the Governor of Virginia as a Board Advisor to the Virginia Department of Aging and is an author of several articles published on Financial Planning, Long Term Care Insurance, Estate Planning, and Business Succession.  Roy is a certified instructor conducting Continuing Education Classes (CPE) for Accountants, Trust Advisors, Certified Financial Planners and insurance agents.  Roy has passed the Series 7 and the 66 Exams, is a native of Richmond

 

CFP - Certified Financial Planner:  Top financial professionals have earned this well recognized standard of broad skills in the primary areas of finance and in investments.
CLU - Chartered Life Underwriter for Life insurance
ChFC - Chartered Financial Consulting for Financial Planning, Investments, and Business Planning
CASL - Chartered Advisor for Senior Living for Long Term Care Insurance & Retirement Planning
RHU - Registered Health Underwriter for Group & Individual Health Insurance
Registered Representative and an Investment Advisor Representative (CRD4527609) with Securities America, Inc. member FINRA/SPIC, a broker dealer & Securities America Advisors Inc, a RIA.  Roy is licensed in the State of Virginia and Georgia
Property & Casualty Agent licensed in the State of Virginia
Health Insurance Agent licensed in the State of Virginia
Long Term Care Insurance Agent licensed in the State of Virginia

Education
University of Georgia, B.A. Degree in Economics
VCU, Accounting & Financial Planning
American College, Designations listed above

 

Straus, Itzkowitz, & LeCompte Insurance Agency 

is the parent property and casualty, business insurance agency which has been protecting Virginians since 1868.