MEET GARY GOLDBERG...

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Gary Goldberg is the Founder and President of Financial & Tax Strategies, LLC. A U.S. Air Force veteran, Gary has been helping individuals and families pursue financial confidence since 1988. He’s a trusted voice in the Metro St. Louis (MO & IL) and St. Petersburg (FL) communities, known for his holistic approach to retirement, tax, and income planning.

Gary’s insights have been featured on CBS MarketWatch, NBC, CBS, Fox, and in publications such as the Belleville News-Democrat and the St. Louis Post-Dispatch. He co-produced the award-winning documentary The Retirement Deception, which exposes common Wall Street myths and promotes smarter retirement strategies.

Every Saturday at 7:00 AM, Gary hosts Wealth and Wisdom on KMOX 1120 AM and 104.1 FM. The show delivers practical financial guidance with engaging storytelling on topics like tax planning, investment strategy, retirement readiness, and the psychology of money.

A dedicated educator, Gary regularly leads seminars, podcasts, and webinars on key topics such as Social Security optimization, tax reduction, legacy planning, and college financial aid. He’s especially committed to serving underserved communities, including women and members of the LGBT community.

Gary holds a degree in Business Administration, is a Certified Financial Professional with The Institute of Financial Wellness, and has passed the Series 6, 7, 24, 26, 63, and 65 securities exams. He is also an Investment Advisor Representative, a Registered Principal, and a Registered Financial Consultant (RFC®).

Deeply rooted in community leadership, Gary has served as Parish Council President at St. Clare in O’Fallon, IL, is a Director of the Fairwood Lake Homeowners Association, and a Managing Director at Redwood Tax Specialists. He continues to volunteer across the St. Louis area.

Married to a special education teacher, Gary is the proud father of three adopted children and a grandfather of two. When he’s not working with clients or on the air, he enjoys family time, travel, and charitable outreach.

Gary and his team help clients "Retire Younger, Richer, and With Less Anxiety"—a mission powered by wisdom, personalized strategies, and meaningful relationships built on trust, candor, and integrity.