On March 4, my guest will be Noal Goldfarb from National Financial Network, LLC. He advises individuals, families and businesses on how to obtain financial balance by challenging conventional wisdom. He helps people who are very busy with their careers and personal lives organize their financial lives. Noal educates his clients on how to build comprehensive holistic uncommon financial strategies with the goal that they are better protected from loss entering their balance sheet.
Noal ‘s career in finance began over 25 years ago after earning a BS in Finance and Information Systems from the State University of New York at Buffalo. While managing an international equity portfolio at Mackay Shields, he earned his MS in Investment Management at Pace University and shortly thereafter obtained his Chartered Financial Analyst designation from the Association of Investment Management and Research. He is currently on schedule to add a new designation to his credit, The RICP, Retirement Income Certified Professional, offered by the American College. As a financial professional with 10 years of experience, he has skills in investment management along with a sound philosophy of building a strong foundation of protection and dedicated himself to helping his clients understand how the macro-economic strategies he created helps them eliminate the 5 major risks that face them in life and retirement: Longevity Risk, Inflation Risk, Market Risk, Sequence of Return Risks, and Taxes.