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Roy C. Goldberg

CFP, CLU, CHFC, RHU, CASL

5310 Markel Rd., Suite 203
Richmond, VA 23230
Phone:
  • Desk: 804-888-7232
  • Cell: 804-349-3976
Fax:
  • 804-673-9110

Retirement Income Coaching & 401K Plans

With decades of experience, Roy and SIL's team of professionals can help you identify, understand, and implement the best retirement income distribution strategies for your specific situation.

Request a Plan Proposal

Personal & Business Insurance Solutions

The right insurance solutions can protect your personal life, business, and estate for the future. We specialize in Long Term Care Insurance, Permanent Life Insurance, Term Insurance, and Disability Income Insurance.

Request an Insurance Review

Financial Advice & Wealth Accumulation

Without a plan, any road will get you there. Meet with an experienced, local Financial Advisor that can help you and your family navigate the current economic landscape to grow and protect your wealth.

Schedule a Consultation

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 and Investment Advisor Representative

Roy joined SIL Financial and Straus, 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, and is a member of the Financial Services Professional Society of Virginia, currently serving on its Board of Directors.

 

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
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. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck