Nathan Goldberg


Nathan A. Goldberg began his financial services career in 1965. His areas of specialization encompass estate planning, business succession planning and executive benefits. His responsibilities include assisting high net worth individuals and business owners in designing and implementing strategies that seek to reduce or offset estate taxes as well as provide for the smooth transition of their business interests to the next generation.*

Mr. Goldberg is a Certified Life Underwriter and a Chartered Financial Consultant. He has served as both President and a Board member of the Columbus Chapter of the Chartered Life Underwriters Association. He has been a member of the Million Dollar Round Table for the past 32 years.

Mr. Goldberg received his Bachelor of Science in Finance from the Ohio State University in 1961.

*Tax and legal services are not offered by Goldberg, Clouse & Edgell, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Phone (614) 443-1010
Fax (614) 895-0365