Stuart C. Goldsberry,  CFP<sup>&reg;</sup> - Financial Advisor

Stuart C. Goldsberry, CFP®

Financial Consultant

Goldsberry Wealth Strategies

122 East State Street
Athens, OH 45701-0928
FINANCIAL ADVISOR'S WEBSITE
(800) 468-5345
(740) 593-6500

General

Stuart Goldsberry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Goldsberry Wealth Strategies in Athens, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Retirement Income Certified Professional

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life Planning, Retirement

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