Seth Goldberg, CFP®, MBA

Managing Director

Seth Goldberg counsels clients on investment opportunities in alignment with each client's needs, goals, and tolerance for risk at United Capital Financial Advisors. For almost 40 years, he has been providing clients with investment management and consulting services ranging from financial and retirement planning to estate planning and portfolio management. Seth focuses primarily on creating strategies to help his clients achieve and maintain financial independence.

He began his career as a financial advisor in 1986 with IDS/American Express. Since that time, Seth has worked for various financial institutions, including The Acacia Group and SagePoint Financial.

He earned his Bachelor of Science in Marketing from the University of Arizona and his MBA with an emphasis on Finance from Arizona State University. Seth also received his board designation as a CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning and is an active member of the Financial Planning Association.

Seth and his wife have two sons. He enjoys the Arizona outdoors, traveling, practicing yoga, cooking, and spending time with his family.

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

"*" indicates required fields

ZIP Code*
This field is for validation purposes and should be left unchanged.