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David E. Goldberger

David E. Goldberger

Financial Advisor

  • Oyster Bay, NY
  • A People’s History of the United States | Groundhog Day
  • Paul McCartney, Jeff Bezos, and Thomas Jefferson
  • Treat others as you would like to be treated.
  • Authenticity, honesty, and loyalty

Financial Advisors

David is a wealth management advisor who works out of the Lake Success, NY office.

David became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. He serves as a financial advisor and is responsible for assisting advisors with their clients’ financial planning and investments needs. He is motivated to help clients live their personal dreams by fostering their financial success.

Prior to joining the firm, David served as a financial representative at AXA Advisors where he assisted clients with their financial planning and has worked in the industry since 2017. When he is not in the office or with a client, David enjoys traveling, golf, and playing guitar.

Education

  • Bachelor of Science degree in business administration and finance from American University
  • Master of Business Administration degree in investment management from Pace University Lubin School of Business

 

News & Resources

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