Five Star award winner Marc Goldberg CPA, PFS, CFP®

PROFESSIONAL PROFILE

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Marc Goldberg CPA, PFS, CFP^®

Founder

Rosenfelt, Siegel & Goldberg PC.

33 Rock Hill Rd., Suite 300

Bala Cynwyd, PA 19004

Office: 610-667-2060

marc@rsgcpas.com
www.rsgcpas.com

Professional Approach

Marc is president and a founding partner of Rosenfelt, Siegel & Goldberg. He has practiced public accounting since 1975, and his areas of specialization include personal financial planning, accounting, and wealth management for corporations and individuals, as well as estates, trusts, gift taxation, and compliance. Marc began managing trust funds in 1983, and he opened a branch of The Investment Center, Inc. in 1999 to further expand the firm’s offerings to include managed investment services.

Marc has lectured and been a discussion leader for accountants, lawyers, physicians, and business owners in many areas of financial planning, including taxation and income tax planning, estate planning for closely-held business owners, and wealth creation and preservation. He has also been interviewed on radio and quoted in the Philadelphia Inquirer on numerous occasions and was a featured speaker at a tax planning seminar hosted by Smith Barney Inc. He has been named a FIVE STAR Wealth Manager by Philadelphia Magazine since 2012. (See related disclosure.)

A graduate of Drexel University in Philadelphia, Pennsylvania, Marc holds a bachelor’s degree in business and administration with majors in accounting and in finance. He has been a member of the Pennsylvania Institute of Certified Public Accountants since 1979, a member of the Florida Institute of Certified Public Accountants (PICPA) since 2006, and a member of the tax, personal financial planning, and information technology sections of the American Institute of Certified Public Accountants (AICPA). Marc is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner (CFP®) professional.

See Accomplishments

This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/24/2025 through 09/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4680 Philadelphia-area wealth managers were considered for the award; 275 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,532, 303, 7%, 11/1/24, 2/13/24 - 8/30/24; 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.