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Alex Goldberg, CFP®

Helping Clients Achieve True Financial Freedom

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Periscope Wealth Advisors Alex Goldberg, CFP®
Anaheim, CA

Serving Clients Nationwide

Helping Clients Achieve True Financial Freedom

(949) 340-1701

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Alex Goldberg, CFP® and Co-Founder of Periscope Wealth Advisors, has been interested in the topic of money since his early elementary years.

After being a repeat offender of asking his parents far too often “what things cost” and “how much money people make,” they finally gave in. They found this to be a good opportunity to teach him to buy his first stocks: Disney and SPDR fund. However, they said he should not be talking about money outside of the house publicly. As it turns out, that became his life’s mission, and he happily discusses money with numerous families while working to lead them to their personal financial goals.

Alex took this interest in money into his college years. While on a Division 1 scholarship running track at Long Beach State, he majored in finance with a concentration in investments. His academic journey continued, and he earned his Certified Financial Planner (CFP®) marks along with Series 6, Series 7, and Series 63 investment licenses.

Alex did an internship in finance for Boeing while in college during the 2008 financial crisis. It was an eye opener for Alex to see many employees of Boeing that were planning to retire – but then could not.

While corporate finance was interesting, his calling to personal finance was now clear, and he began an internship with a large financial planning firm. He was on a mission to help people that had worked their entire lives and were now hopeless about their retirement plans. Alex realized there was a significant opportunity to fill a knowledge gap for the public about financial planning – specifically for retirees.

Alex spent the next 14 years building a practice to serve his clients in all aspects of their financial lives. While a large broker-dealer was a great place to start and grow the business, Alex realized that the complexity of his clients’ financial situations required a higher degree of customization, and he wanted to personalize his financial service offerings so he could better meet his clients’ retirement needs.

This led Alex to partner with his friend and colleague who shared the same vision, to create Periscope Wealth Advisors. By merging their respective teams, Periscope Wealth Advisors combined decades of experience from multiple areas of financial planning. With the ability to leverage their collective specialized knowledge and wield cutting-edge investment planning technology, Periscope Wealth Advisors is positioned to provide its clients with the highest level of financial planning, investment management, and client service.

Alex helped develop Periscope’s Planning Process, which is a tried-and-true roadmap to help clients navigate the complexities of retirement income, investment management, tax optimization, estate planning, and the psychological challenges of retirement. One simple goal that Alex and his firm aim to achieve is to ensure their clients never have to worry about money in retirement.

On the personal side, two of Alex’s favorite activities are golf and fishing. Alex lives in Anaheim Hills, California with his wife, Hamta, and 3 children: Kian, Laila, and Niku.

While Alex will support any interest his children may have, his hope is that Periscope Wealth Advisors will be a business of intergenerational interest to at least one of his children, and it will carry on the legacy of providing financial security for generations to come. He recognizes that none of the success of Periscope Wealth Advisors would be possible without the support of his family, friends, clients, and first-class team.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

160 N. Riverview Dr. Ste 101 Anaheim Hills, CA 92808

Additional Locations

📍 1250 Peach Street, Suite C, San Luis Obispo, CA 93401

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule your complimentary review. The first meeting is an informal conversation to understand your unique situation. The end goal of the meeting is to understand your circumstances well enough to identify if we are a good mutual fit.  From there, we move into a complimentary financial assessment. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Periscope Wealth Advisors is a wealth management firm based in Anaheim Hills, CA and San Luis Obispo, CA. Our mission is to help our clients reduce financial anxiety and simply enjoy their retirement.

WHY PERISCOPE?

The definition of a periscope is an apparatus that allows an observer to see past, through, and around certain obstacles, allowing them to see things that would not otherwise be viewable.

Planning for retirement can be daunting given how difficult it is to predict what the future holds. But with the right knowledge, tools, and support, a plan for the future becomes clear.

For our clients, we are their periscope – the apparatus that allows them to see things they couldn’t otherwise see.

Through our knowledge of the financial landscape and the tools available to navigate various market conditions, we help our clients plan for their future based on their unique needs and financial situation, guiding them to and through the retirement they dreamed of.

OUR MISSION

Our mission is to help retirees (and pre-retirees) in California experience true financial freedom. We envision their ideal future, identify key decisions that need to be made for their retirement, and take action confidently, together.

While we serve clients from all walks of life, we find we can add the most value with the following clients:

✔️ Business Owners
✔️ Professionals Approaching Retirement
✔️ Physicians
✔️ Attorneys

All that we do for our clients happens within the context of their vision, goals and the overall financial plan. With that in mind, our individual services include but are not limited to:

✔️ Discovery of Mission, Vision & Values
✔️ Financial Plan Design & Implementation
✔️ Retirement Income Strategy
✔️ Investment Management
✔️ Insurance Audit & Implementation
✔️ Estate, Legacy & Charitable Planning

Education

California State University-Long Beach - College of Business, Bachelor of Science - BS, Finance, General

Hobbies and Interests

  • Family
  • Fishing
  • Golf

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Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Healthcare Professionals
  • Living in Retirement
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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