Cynthia Klein Goldberg, CLU

Partner

Cynthia joined FinanceForward (formerly Joseph Klein Associates) in 1987 and specializes in investment management, wealth accumulation, and retirement and college planning.  She holds a bachelor's degree in International Relations from the University of Pennsylvania, a master's degree in Education from The Johns Hopkins University, and is a Chartered Life Underwriter. Her registrations Series 7 is held with LPL Financial, and Series 66 held with Private Advisor Group and LPL Financial. She also holds Life and Health Licenses.  Cynthia is registered as an Investment Advisor Representative with Private Advisor Group.