Broker Check
Ron Goldberg, CLU

A 1970 Graduate of Penn State University with a bachelor of arts degree in Pre-Law, Ron entered the Insurance/Financial Services Industry in an entry- level position with Union Fidelity Life Insurance Co. and became a Vice President of Marketing in Five years. Having a desire to broaden his horizons and become independent, Ron joined with Lee Wilderman in 1975 to form Goldberg-Wilderman Associates, a precursor of the current Pinnacle Wealth & Benefits Strategies, Inc. Ron has more than 40 plus years of experience in the financial services Industry, serving closely held businesses and high net worth individuals in the areas of retirement, estate and corporate Planning. Ron holds the Chartered Life Underwriter designation and is also a Registered Representative/Investment Advisor Representative, having both Series 62 and 65 registrations with the Financial Industry Regulatory Authority (FINRA).