Brett Goldberg

Brett prides himself on taking a holistic approach to his clients' financial well-being. His goal is understanding you the client, as well as your entire balance sheet. He will analyze liabilities, insurance, legacy planning, and investments to determine areas of improvement on both sides of the equation. Brett firmly believes that your entire financial picture should work in harmony. His most important goal is understanding you, the client, and your needs as an individual. It is important that he understands these personal goals and the means by which you have to achieve them. He will work hard for you, within the parameters you set, to create a path to pursue those goals. Brett graduated with a degree in Small Business Administration and Entrepreneurship from the University of Colorado in Colorado Springs. He immediately put his education to use by helping develop the original California Pizza concept. Brett then opened a successful small business in the Conejo valley in 1989 which was sold in 2000. Brett's specialized skill set was then utilized as a financial advisor at Merrill Lynch until 2008 and at UBS as a Vice President of Investments until 2016. Brett has lived in the Conejo Valley since 1989 with his wife Alison and son Scott, and is a big advocate for family and community. CA Insurance License Number 0D22863.