About Us

Brenda Gold

Financial Consultant
At Retirement Group Retirement Planning Specialist
Phone: 813-466-3253
Fax: 813-466-3156

Brenda Gold has been a dedicated Financial Professional with Equitable Advisors since 1987.  She understands the importance of helping clients make the most appropriate financial decisions possible and strives to offer clients honest financial guidance and strategies specific to their real life situations.  Her primary focus is pre-retirement and retirement planning including pension and DROP planning for public schools. She is a partner of the Business Strategies Group which focuses on providing forward progress and cost effective financial strategies for business owners. Brenda is committed to professional excellence, integrity and open communication.  She is passionate about educating clients on how to achieve their financial goals and deal with the unexpected turns life often takes.  She aims for having an in depth understanding of the unique financial needs of her clients and providing personalized service to provide an added level of comfort and confidence for them.

 

Accreditations and Professional Affiliations:

Financial Industry Regulatory Authority (FINRA) Registrations 7, 6, 63, 66

Life, Health and Variable Annuity License: FL, NY, NJ, NV, TN TX, VA, CO, IL, OH, CA (License # 0D3593), VT

Retirement Planning Specialist

Million Dollar Round Table (MDRT) qualifying member

AXA Advisors National Leadership Corporation Awards

AXA Advisors Centurion Awards

AXA Advisors Hallmark I Award

Certificate in Retirement Planning from the Wharton School, University of Pennsylvania

Equitable Advisors titles of Advance Estate Planner and Executive Benefits Specialist

 

Community and Civic Organizations:

Women in Leadership and Philanthropy

Hillsborough Association of Women Lawyers

Equitable Advisors Women’s Leadership Group

Equitable Advisors Day of Service

Bike MS: The Citrus Tour volunteer

LLS Light the Night

 

Brenda Gold has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0D35923

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F65813

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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