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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 3pm

Yechiel S Goldberg, PhD, CFP-r, Chartered Special Needs Consultant-tm

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United States
El Segundo, CA
Yechiel S Goldberg, PhD, CFP-r, Chartered Special Needs Consultant-tm

People work with me to develop a financial plan that uses investment strategies and insurance to ensure they can live the life they want.

I provide my clients with personalized service, getting to know my clients' Goals and values and gaining a deep understanding of their particular financial situation. Using that knowledge and understanding, I guide my clients through the financial planning process and help them develop and implement their financial plan. I provide access to investment advice and investing opportunities, life, disa

bility, and long term care insurance needs analyses and products. I work with my clients tax and legal advisers to round out their planning and help them get on track and stay on track to achieve their goals. I specialize in working with families with family members with special needs, business owners, and professionals. I am a registered representative of and offer securities and investment advisoryservices through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 200 North Pacific Coast Highway, Suite 1825, El Segundo CA 90245. Telephone (323)965-6300

As a Chartered Special Needs Consultant® (ChSNC®) I understand the unique challenges and complexities of planning for individuals with special needs, and I help my clients create a life plan that addresses the financial needs of individuals with special needs and their families while preserving government benefits. The ChSNC® is the property of The American College, which reserves sole rights to its use, and is used by permission.

04/21/2026

03/05/2026

With so much in the news right now, it’s natural to wonder how global events can impact markets. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, breaks down the current geopolitical situation and why staying grounded in fundamentals is so important during volatile periods. If the headlines have raised questions, this is a good place to start.

Wars are atrocious. But the history of markets and capitalism can offer some guidance.

06/01/2022

2 million people in the U.S. have aphasia, but 84.5% of Americans say they’ve never heard of it. Please help me change that. Learn more at https://hearsay.social/3NLVJwn.

The National Aphasia Association provides access to research, education, rehabilitation, therapeutic and advocacy services to individuals with aphasia and their caregivers.

05/15/2022

May 15 is Tuberous Sclerosis Complex (TSC) Global Awareness Day. TSC is the leading genetic cause of epilepsy and autism. Learn more about TSC at https://hearsay.social/3yDWfIz. And contact me to learn more about MassMutual SpecialCare.

The TSC Alliance is dedicated to finding a cure for tuberous sclerosis complex, while improving the lives of those affected.

05/12/2022

Caring for a loved one with Cystic Fibrosis can feel overwhelming at times. Contact me today to learn more about MassMutual SpecialCare, a program dedicated to helping special-needs families access helpful resources and plan for their future. https://hearsay.social/3sSgzCv.

MassMutual can help you prepare financially to care for a loved one with special needs via long term care insurance, life insurance or investments.

05/09/2022

May is Williams Syndrome Awareness Month. Please help me and MassMutual SpecialCare raise awareness for this rare genetic condition. Learn more about Williams Syndrome and how you can get involved at https://hearsay.social/3FthvSE.

05/02/2022

Huntington's Disease impacts every family differently. As a financial professional focused on special-needs planning, I can help you develop a long-term plan specific to your family's situation. Contact me today.

04/26/2022

Debt is a drag on your finances. Identify your worst debt (hint: it’s probably your credit cards) and limit its use while you pay it down.

04/21/2022

It may be time to have the ‘money talk’ with your parents. Break the ice by opening up about your own financial experiences. They may welcome the conversation.

04/16/2022

Procrastination makes everything harder. For example, waiting to start a savings plan can mean thousands of dollars less when you’re ready to retire. Don’t wait to call me!

04/10/2022

The past few years taught many of us that we can spend less and still have what we need. I can help you reevaluate your monthly expenses.

Address

200 N Pacific Coast Highway
El Segundo, CA
90245

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Website

http://www.advisors.massmutual.com/yechiel-goldberg

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