As President of VGFG, Vineet Goyal is responsible for our firm's vision and oversees day-to-day operations. His financial planning philosophy sets him and VGFG apart from other professionals in the industry. His view has always been a "holistic" one that accounts for every aspect of a client's financial condition, history, and plans when determining the best strategies for moving forward.
Vineet got his start in finance after earning his MBA in 2003. He has since become a Registered Representative and a state-licensed insurance agent, focusing on retirement and estate planning strategies. He credits his attention to detail and cares for his clients because he has gathered several distinguished clients so quickly, including doctors, business owners, and other successful professionals.
Although he grew up in various parts of India, Vineet received his undergraduate degree in Delhi, India. Vineet now happily resides in Southlake, Texas with his wife and son. When not attending to his clients' needs, he enjoys traveling with his family, reading books on spirituality and various investment philosophies, and playing golf, basketball, and cricket. He is also very active in a number of charities, including Pratham USA, Ekal Vidyalaya, and Akshaya Patra, and believes that giving back to society can be both an obligation and a source of joy.
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* Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Vineet Goyal is a Registered Representative of Coastal Equities, Inc. Coastal Equities, Inc. is not affiliated with Vineet Goyal Financial Group. Securities are offered through Coastal Equities, Inc., Member FINRA/ SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
CoastalOne is a trade name used by Coastal Equities, Inc. and its affiliate Coastal Investment Advisors, Inc. Coastal Equities, Inc. is not affiliated with Vineet Goyal Financial Group. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.
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