Broker Check

Our Team

Mitchell Goldberg, AIF®, AAMS

President and CEO

631-920-6624

mgoldberg@clientfirststrategy.com

Hello, I’m Mitch Goldberg. I’m a financial planner and I work directly with my clients in investing, financial planning, and insurance. I’m also a nationally recognized specialist in markets, investment strategy, and...
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Robert Bird III, CFP®

Financial Planner, Partner

631-920-6624

rbird@clientfirststrategy.com

This is a business of building relationships. Plain and simple. I have discovered in my 20 plus years of working with clients, that being relatable, energetic, authentic and trustworthy, are the key ingredients to building successful...

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Natalie Cantwell

Office Manager and Business Development

631-920-6624

ncantwell@clientfirststrategy.com

Hello, I’m Natalie Cantwell. I work directly with Mitch and Bobby at ClientFirst Strategy, Inc., managing business development and the office. Previously I worked in the advertising industry; commuting into New York City for over...
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