Alec Goldberg, RFC®

Alec Goldberg joined Capital Insurance and Investment Planning, Inc. as an intern after his freshman year at Penn State, driven by a deep-rooted interest in finance nurtured by his family from a young age. Alec's dedication to his studies and passion for financial planning was evident throughout his academic career, and he graduated with a Bachelor of Science in Finance with a focus in Economics.

Alec has passed the Securities Industry Essentials (SIE) Exam, Series 7, Series 66, and the Life Accident Health and Annuities credentials, demonstrating his comprehensive knowledge and commitment to the financial services industry. He obtained the Registered Financial Consultant (RFC) designation and will continue to further his studies in financial services.  

Over the last year of working closely with our team, Alec's skills and dedication have earned him a promotion to Director of Financial Planning. In this role, he continues to provide tailored financial advice, leveraging his knowledge and experience to help clients with their financial goals.

Alec focuses on comprehensive financial planning, investment strategies, and estate and executive planning solutions. His client-centric approach focuses on building lasting relationships and delivering personalized strategies that align with each client's unique needs and objectives.

Outside of his professional endeavors, Alec enjoys golfing, spending time at the Jersey shore, and cherishing moments with family and friends. 

Alec is dedicated to continuous learning and professional growth with the goal of remaining current with the industry and providing his clients the highest level of service.