Broker Check
Mitchell Goldberg, AIF®, AAMS

Mitchell Goldberg, AIF®, AAMS

President and CEO

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 economics. Many of my written articles have been published on CNBC.com. My other media appearances are in News 12, Newsday, MSNBC, NBC News, and The New York Times. It helps that I’m a news junky. But this is fun for me, and I believe it helps me do a better job for my clients.

When it comes to working with my clients, my style is to take a consultative approach. Advising clients, in my opinion, is an ongoing process as opposed to a one-shot recommendation. If you were to ask me what’s in a name, I would answer "everything". That is exactly why I named my firm ClientFirst Strategy, Inc.

Having begun my career in 1990, my professional designations included AIF (Accredited Investment Fiduciary) and AAMS (Accredited Asset Management Specialist). My securities licenses include General Securities Representative Exam, Uniform State Law Exam, Uniform Investment Advisor Law Exam, General Securities Sales Principle Exam, Accident, Life, and Health Insurance Licensee, NY.

Also, I am a member of the Long Island Elite networking group, in which I have served on several committees and as a board member. I’m a board member of the Foundation Board of ACLD (www.ACLD.org) and a board member of the Financial Planning Association of Long Island (www.fpali.org)

Outside of the things that I have to wear a fancy suit, I’m very into working out, hiking, beach walks, rollerblading (yes, that is still a thing), and barbecuing. Basically, I love being outdoors and active.

I graduated from the State University of New York at Albany, in 1989.