Ari Goldberg, MBA

Financial Advisor

Ari Goldberg is an award-winning Financial Advisor with Hefren-Tillotson. Ari is dedicated to helping his clients navigate their options for financial planning, investments, retirement, tax, insurance, charitable giving and estate planning. Through Hefren-Tillotson’s MASTERPLAN® process, Ari provides comprehensive financial planning and investment management to individuals, families, small businesses, and retirement plans.

Prior to joining Hefren-Tillotson, Ari worked as the Regional Financial and Fundraising Manager for an at-risk youth organization, NCSY. Simultaneously Ari served as NCSY Director for the Pittsburgh chapter. During his decade-long tenure in NCSY, he led some of the most successful fundraising campaigns in the national organization’s 60+ year history, winning multiple awards for his successes. And, at the helm, the local Pittsburgh chapter won multiple awards, serving as a model of innovation and growth for other NCSY chapters throughout the country.

Ari received his Masters in Business Administration from Robert Morris University and graduated from Excelsior College with a BA in liberal arts with a focus in finance. He also holds the FINRA Series 7 and 66 securities licenses, as well as the appropriate insurance licenses for use in retirement and estate planning.

Ari enjoys being active in his community, serving as an Executive Board member and Financial Officer for his synagogue as well as a board member for his children’s school. Ari lives in Squirrel Hill with his wife – and high school sweetheart – Rachel and their four children. In his spare time, Ari enjoys playing golf, hockey, and softball. While Ari is a proud Pittsburgher, he has yet to be swayed from cheering for his childhood hometown baseball team the Kansas City Royals.

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