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Joshua S. Goldberg, CFP®

Managing Director & Senior Wealth Advisor

Joshua joined GYL Financial Synergies in 2018 and is currently a Managing Director & Senior Wealth Advisor. His responsibilities include asset allocation review and development, portfolio oversight and management, client communication, financial planning, and account trading.

Joshua graduated from Brandeis University with a degree in Economics and a minor in Business. He is a Certified Financial Planner® practitioner and is Series 66 registered.

In Joshua’s time outside of the office, he enjoys being active, snowboarding, playing guitar, and spending time with his wife and family.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.