Director of Retirement Plan Services
Director of Business Development
Joe Goldberg, AIF®, CRPS®
When he joined the firm in 2001, he was an intern and fact-checker. Within months Joe found a niche for himself, and today serves as Buckingham Strategic Wealth’s director of retirement plan services, helping businesses enhance their retirement plans by improving investment options, employee education and overall plan participation.
Joe also serves as the firm’s director of business development, helping to enlighten investors on the benefits of Buckingham’s academic-based approach to investments and holistic view of wealth management. The unique role means that Joe spends his days serving both advisors and clients, and in a single day can help someone who has $10 million or $10,000 each find solutions appropriate to their circumstance.
Prior to joining Buckingham Joe was an account executive for a sports marketing firm in New York.
Joe holds a bachelor’s degree from the University of Denver. He is an Accredited Investment Fiduciary® and Chartered Retirement Plan Specialist.
Active in his community, Joe is on the board of Harris House, a substance abuse treatment and recovery center as well as College Bound, which provides students from under-resourced backgrounds with academic and social support services.
Joe is married and lives in University City, Missouri, with his wife and two daughters.