Michael Golberger

Michael serves as a trusted advisor to families and charitable organizations. He specializes in working alongside clients to help them identify, progress toward, and achieve their most meaningful financial and related goals. His responsibilities include assessing a client's objectives, assembling a customized team, and overseeing the delivery of Northern Trust's expertise in banking, investment and trust services. Michael is a Certified Exit Planning Advisor (CEPA), a designation that underscores his expertise in guiding business owners through the intricate process of exiting their businesses. This involves collaborating closely with attorneys, CPAs, and other professionals to ensure a seamless transition that maximizes value and minimizes tax liabilities. His CEPA certification equips him with the advanced knowledge and tools necessary to help business owners achieve their personal and financial objectives as they move on from their businesses.

With over 18 years of industry experience working with ultra-high net worth families and non-profits to develop highly customized and sophisticated wealth strategies that align to their specific needs and long-term goals. Prior to joining the financial services industry, Michael was Vice President at Goldberger Dolls, a fourth-generation family owned business. His work in his early years running a family business, taught him what to look for in a financial advisor and prompted him to pursue his financial career.

Since moving to California in 2015, Michael has been an active member of the community and has participated in a variety of fundraising events.

2018

Bachelor of Science degree in Business Administration from American University’s Kogod School of Business in Washington D.C.

Holds a Series 7 and Series 63 securities licenses. Certified Exit Planning Advisor (CEPA).