NTSA congratulates NTSA 2021 Elite Advisor Michael Goldberg, CRES for his outstanding, unique accomplishments. Goldberg, Boca Raton, FL, practices through NTSA Strategic Partner Equitable and serves 5,100 participants in six school districts. He had more than $46 million in retirement assets under advisement at the time of the award.
Michael’s “… goal as a leader is to model the right way to work in the employer space, show the professionalism needed to succeed, and always show the ‘why’ in what we do. The culture of our organization has always been: if you do the right things for others, you do well yourself.”
From his nominator: “Michael has dedicated his time outside of the office to being an advocate for students and teachers, partnering with the Academy of Finance and local school districts to offer mock interview classes, ‘Shark Tank’ competitions, and public speaking courses.”
“He can often be found sponsoring Career Day, Math Bowl and Family Fun Night or chaperoning school field trips and proctoring state exams. He also sits on the board of school advisory committees offering his voice to superintendents, teachers, parents and community partners. During the pandemic, Michael and his branch quickly delivered hand sanitizer, masks, meals, school supplies, and other necessities to schools and teachers, thereby making sure he was there with a helping hand during trying times.”
Goldberg served on the NTSA 2022 Ford Volunteer Service Awards Judging Committee and now serves on the NTSA 2023 Elite Advisor Awards Judging Committee, along with participating in preparing the NTSA 2022 Summit Advisor Workshops.
2023 Elite Advisors
Note that Nominations for the NTSA 2023 Elite Advisor Awards are now open in this third quarter. Think about who might be considered to be the ‘best of the best’ NTSA member financial advisors to nominate. Nominate using this form: http://www.research.net/r/NTSA2023EAANominate. The NTSA 2023 Terms & Conditions are available at https://www.ntsa-net.org/sites/ntsa-net.org/files/2022_EA_T_and_C_1.10.2021.pdf. Nominations are due by August 8, 2022.
Be sure to join NTSA Elite Advisors at the NTSA 2023 Summit at the Grand Hyatt in Tampa, FL Feb. 26–28, 2023.
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