Meet Gary Goldberg –
Your Trusted Financial Expert
 

Gary Goldberg, Founder and President of Financial & Tax Strategies, LLC, is a veteran of the U.S. Air Force and a former multi-year
St. Clare (O’Fallon, IL) Parish Council President and Building Committee
Co-Chairman. He currently serves as a Director of the Fairwood Lake Homeowners Association, a Managing Director of Redwood Tax Specialists, and actively volunteers for numerous charities in the
St. Louis area.

Since joining the financial services industry in 1988, Gary has provided expert financial advice featured in major media outlets such as CBS MarketWatch, KMOX-AM, KTRS-AM, and publications like the Belleville News-Democrat and the St. Louis Post-Dispatch. In 2022, he was interviewed in NYC about his unique and exclusive proprietary process designed to help retirees avoid financial pitfalls and Social Security benefit mistakes, with a strong emphasis on income planning. This interview aired on NBC, CBS, and FOX television stations. Additionally, Gary co-produced the award-winning documentary The Retirement Deception, exposing the truths behind Wall Street’s strategies.

As an educator and speaker, Gary leads seminars, podcasts, and webinars on crucial financial topics, including retirement preparation, tax reduction strategies, legacy planning, and college aid planning. He is particularly committed to serving individuals who are often overlooked in the financial industry, including women and members of the LGBTQ+ community. His extensive qualifications include passing the Series 6, 7, 24, 26, 63, and 65 securities exams, holding multiple insurance licenses, and earning credentials as an Investment Advisor Representative, Registered Principal, and Registered Financial Consultant (RFC®). He is also a Certified Financial Professional with The Institute of Financial Wellness and holds a degree in Business Administration.

Gary is a devoted husband to a special education teacher, a proud father of three adopted children, and a loving grandfather of two.
In his free time, he enjoys traveling, spending time with family, supporting
St. Louis Pride, and engaging in charitable work and church activities.

As a seasoned financial advisor for successful individuals, families, and business owners in Metro St. Louis (MO & IL) and St. Petersburg (FL), Gary and the Goldberg Team take a holistic approach to financial planning. Their mission is to help clients Retire Younger, Richer & With Less Anxiety by offering personalized strategies for financial protection and growth. With a strong foundation of trust, integrity, and superior client service, they build lasting relationships that lead to financial confidence and success.