Our Team

Charles Goldberg, Founder (1970-1995) - Prior to entering the insurance business, Charlie served in the U.S. Army during WWII, honorably discharged in 1945 at the rank of Corporal. Following his service to our country he owned and operated a wholesale produce business in Newark, NJ throughout the 1950s and '60s. His success in the financial services industry was greatly influenced by his appreciation and understanding of the needs of small business owners and their families.

Throughout his successful career he earned company and industry recognition. As a member of the National Association of Life Underwriters, he was a repeat recipient of the National Quality Award and National Sales Achievement Award, acknowledging successful sales and service achievements in the public interest. He was also a consistant qualifying member of the insurance industry's prestigious Million Dollar Round Table.

Charlie was inducted into The Equitable Life's exclusive Hall of Fame in 1984, and will be forever honored with his name and the words "Never in all our proud years will his name be lost from memory" permanently inscribed at Equitable's corporate headquarters in New York City (now AXA/Equitable).

Charlie Goldberg remained actively devoted to his many clients, family and freinds and to our business which he loved and respected until his untimely passing in 1995. We miss him.

Jerry Goldberg,* Financial Adviser and President- Jerry is a 41 year veteran of the financial services industry. He graduated from the University of Hartford in 1977 with a BA in Economics, and joined the Equitable Life Assurance Society that same year at their corporate headquarters in New York City. In 1979 Jerry joined his father at the Equitable offices in Short Hills, New Jersey, where in 1982 he was promoted to District Sales Manager. Jerry is a consistant qualifier for membership in the prestigious Million-Dollar Round Table. 

Jerry, is an active member of The Association for Advanced Life Underwriting (AALU) and of the National Association of Insurance and Financial Advisors (NAIFA) of Greater Monmouth County. Jerry has served as Vice-President on the Executive Committee of Penn Mutual Life Insurance Company's Producers' Advisory Council and currently serves as co-chair of both the Conference and Recognition Committee and the Client and Advisers' Service Committee. He has also served on the Advisory Board of Caregivers of New Jersey, an affiliate of the Family Resource Network.

Jerry is an Investment Advisor Representative of Hornor, Townsend & Kent, Inc., a Registered Investment Advisor, and is registered and/or licensed to do business in several states including New York, New Jersey, Pennsylvania, Florida, Delaware, Georgia, Texas, Utah and California.  In addition to passing required licensing exams for insurance and securities products and services, Jerry is required to complete ongoing individual certification requirements. New Jersey requires  "continuing education credits" be earned through the completion of classroom training every 2-4 years.

Leslie Tucker, Executive Assistant- Leslie has extensive office management and administrative experience. Prior to joining our firm, Leslie has helped individuals and families as a financial services representative for both New York Life and Penn Mutual Life Insurance companies.

At GFA, Leslie is responsible for our day to day communication with our many clients, our trusted insurance carriers and asset management and brokerage relationships. She maintains underwriting and contact information for all business moving through our office.

Leslie communicates directly with our Home Office regarding client case preparation, application processing and underwriting follow-ups.  In addition to maintaining an acurate and up-to-date database,  Leslie monitors our web-site traffic, inquiries and content at  www.goldbergonline.com as well as our e-mail communication program.

Andrew Lieberman,* Financial Adviser- Andy is a 25 year veteran specializing in life insurance and annuity based strategic planning. Andy began his career in the financial services industry after graduating college with a BA in Business.

As part of our "protection first" financial modeling team, Andy brings a competitive approach to our solution based process. His knowlege of risk based financial products is effective in identifying effecient product and service opportunities to help meet our client's goals and objectives. 

Joe Burgard, Financial Services Representantive and Case Design Specialist- Joe grew up in Jackson, NJ where he learned the values of hard work and discipline from his father who served in the United States Navy.

Joe graduated with a Bachelor of Science degree from Georgian Court University and joined Goldberg Financial Associates (GFA) right out of school.

Joe represents a broad clientele, educating his clients on financial security and making prudent financial decisions. His dedication to the industry and to his clients stems from a personal understanding of the impact of planning for financial security. 

For Joe, designing strategic plans with the goal of helping our clients achieve their financial objectives is a very important and rewarding part of the GFA model. At GFA we believe that financial freedom can be achieved with a proper understanding of how money actually works. 

As Joe sees it, today, "traditional" approaches may not address many of the financial challenges we face in the current economic climate. At GFA, Joe has access to resources needed to assist clients in acheiving their financial goals.

Primary Financial- Goldberg Financial Associates is a direct affiliate of Primary Financial. Our relationship is committed to providing clients with creative and innovative estate and financial planning services.*

Primary Financial is a valuable resource to us, providing our associates with an atmosphere fostering maximum career development; this includes professional education, the enhancement of technical knowledge, state-of-the-art resources, excellent facilities and a superior support staff.

Together we are committed to serving the communities in which we work and live through active support of civic and charitable organizations.

 

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