Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A. Economics, University of Notre Dame, Notre Dame, IN

Awards & recognition

  • Andriola, Goldberg & Associates, Ameriprise Client Experience Award, 2020, 2021
  • Andriola, Goldberg & Associates, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Vice President, Bear. Stearns & Co, Inc, New York, NY, 1997-2001

Honored to receive recognition

All of us at Andriola, Goldberg & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Andriola, Goldberg & Associates team and the great experience we work so hard to provide for our clients every day.

Community participation

Boy Scouts of America, Troop 134: Scoutmaster from 2012-2016

CYO Girls Basketball Coach: 2016 -2018

Interests

1) Family life - my wife, Lisa, is a reference librarian in the Great Neck Library system, my son attends Georgetown University and my two daughters attend Sacred Heart Academy in Hempstead, NY

2) Community Service - I enjoy serving my local parish, St. Anne's Church in Garden City, NY as lector and on the Professional Networking Group leadership team

3) Hobbies - playing golf and homebrewing beer