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.
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.