Jonathan Goldberg

Attorney, Certified Public Accountant and Financial Advisor

Education

B.A., Business, concentration in Accounting, University of Michigan
J.D., University of Detroit

Year Started at Bloom

1995
Jonathan Goldberg

What do you love most about working at Bloom?
I love interacting with our clients and helping them with their unique situations. Bloom clients are hardworking people, and it is an honor to help them build their financial future.

What type of clients do you enjoy working with most?
I most enjoy working with clients who are going through major life transitions and are in need of comprehensive support, both legal and financial. I like helping them think through the big picture, everything from estate planning, financial planning and college planning to life insurance and disability planning.

What is your greatest professional accomplishment?
Becoming a CPA and achieving my dream of becoming an attorney.

When is a time you felt you made a meaningful difference for a client?
I once had a longtime client who was dying of cancer. It was a terribly sad situation, but he called from the hospital and said he needed an estate plan to protect his family. I drafted the plan and went to the hospital to execute the documents. After he died, I worked closely with his family to carry out his wishes. It was really gratifying to know that in someone’s last days I was able to give him peace.

“I have played baseball and collected baseball cards since I was a child. I still play in a men’s league and in 2019 had the third highest batting average in the league.”

4

My greatest accomplishment is my four children, Rachael, Dani, Josh and Michelle.

Advisor Insights