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Jim Goldberg, MBA, LUTCF®

Jim Goldberg, MBA, LUTCF®

Agency Supervisory Officer

Jim Goldberg is a Financial Services Representative affiliated with Opta Financial. His broad knowledge of insurance and investment products gives his clients the confidence they need when working with a financial services representative.

He can offer comprehensive financial strategies and/or focus on one specific area of need.

Jim Goldberg is the Agency Supervisory Officer and monitors compliance for the agency.  He helps ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.

He is a graduate of the United States Military Academy in West Point, New York, and earned his MBA from Monmouth University in New Jersey. Jim and his wife Cindy are both retired Lieutenant Colonels. They have three grown children and reside in Olney, Maryland. 

With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, he can help to provide you with solutions for your unique situation.

He is licensed to sell insurance products in the following jurisdictions:

Virginia, DC, Maryland, Pennsylvania, California, Florida, Georgia, North Carolina, West Virginia.

Jim Goldberg, domiciled in Virginia, California Insurance Lic. #0L33106

He is registered to offer securities in the following jurisdictions:

Virginia, Washington, D.C., Maryland, West Virginia, Florida, Delaware, Georgia, Pennsylvania, and Texas.