Bob Goldberg
Blue Coast Financial Planning · Maple Glen, Pennsylvania
Bob Goldberg is a fee-only financial advisor at Blue Coast Financial Planning in Maple Glen, Pennsylvania, who holds the CFP and CPCU credentials. Blue Coast Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blue Coast Financial Planning |
|---|---|
| Based in | Maple Glen, Pennsylvania |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP · CPCU |
| Firm size | 1 employee |
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Questions about Bob
Is Bob Goldberg a fee-only financial advisor?
Yes. Bob Goldberg is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Bob charge for financial advice?
Bob's firm, Blue Coast Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Bob Goldberg based?
Bob Goldberg is based in Maple Glen, Pennsylvania.
What credentials does Bob Goldberg hold?
Bob Goldberg holds the CFP and CPCU credentials.
How do I contact Bob Goldberg?
Contact details aren't on file yet. Search for Blue Coast Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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