Bridgeworth - Lawrence A. Goldberg

Lawrence A. Goldberg

Partner

For over 20 years, Larry has provided a broad range of services for his clients, specializing in Wealth Accumulation, Retirement Planning, Asset Allocation, and Estate Planning. His personalized attention to planning has earned him exceptionally strong loyalty among his clients. In order to provide this quality service, Larry has a support staff that consists of Margaret Kelley, CFP® who is his Paraplanner/Financial Planning Assistant, and Lu-Anne DeHaney, who is his Client Service Coordinator.

Larry is a founding partner of Bridgeworth Fincancial. He graduated from the University of Alabama at Tuscaloosa in 1977 with a Bachelor of Science (BS) degree in marketing and in 1994, he earned the CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in Denver, CO.

Prior to becoming a financial planner, he was a buyer with Parisian, a nationally recognized retail operation, for 11 years. He is an active member of the Financial Planning Association of North Alabama where he has served as Secretary-Treasurer. He is a member of the Estate Planning Council of Birmingham, Inc., and a trustee of Zeta Beta Tau fraternity at the University of Alabama, Tuscaloosa. Larry is married to Cinda Thomason Goldberg. They enjoy golf and other sporting activities and their pride and joy, “Buddy,” a Weimaraner. Cinda and Larry are members of Temple Emanuel.

• LARRY'S TEAM •