As President of VGFG, Vineet Goyal is responsible for our firm’s vision, as well as overseeing day-to-day operations. His financial planning philosophy is one that 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 future 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 care for his clients as the reason he has been able to gather a number of 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 travelling with his family, reading books on spirituality and on 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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Securities offered through Arete Wealth Management, LLC Member FINRA/SIPC and NFA. Investment Advisory Services offered through Arete Wealth Advisors, LLC. Arete Wealth Advisors, LLC is an SEC registered Investment Advisor.
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