SMART
(Strategic Money-management And Repositioning Technique)
Djuliarto Ng
President & Founder
CFP ®, ChFC ®, RICP ®, CLU ®
Timeless Philosophy with Today’s Financial Strategies
Our philosophy focuses on mutual trust, respect, commitment, dedication, stability, confidence and expertise. Our financial strategies focus on accumulation, distribution, protection, performance and wealth transfer through legacy planning. Recommendations are made solely in the interest of providing the highest value and benefit for each specific clients goals and objectives.
SMART Financial Group, LLC. is an independent, privately-owned, fee-based registered investment advisor located in Downtown, Pittsburgh, Pennsylvania. Our firm is committed to helping our clients’ work towards long-term financial goals through a disciplined investment approach using our timeless philosophy with today’s financial strategies.
Our mission statement is to help our clients improve their quality of life with money strategies that make sense in the area of Protection, Savings, and Growth.
Our philosophy focuses on mutual trust, respect, commitment, dedication, stability, confidence and expertise. Our financial strategies focus on accumulation, distribution, protection, performance and wealth transfer through legacy planning. Recommendations are made solely in the interest of providing the highest value and benefit for each specific clients goals and objectives.
Djuliarto Ng founded SMART Financial Group with 20 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) professional. He earned his Bachelor of Science Degree from the University of Pittsburgh.
He also earned his Retirement Income Certified Professional (RICP ®) designation, Chartered Financial Consultant (ChFC ®) designation, and Chartered Life Underwriter (CLU®) from the American College.
Check the background of this investment professional on FINRA’s Broker Check.Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
Keith Gangl, CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.
Phil Goldblum
President of Goldblum Sablowsky, LLC
Mr. Goldblum is a founding member of Goldblum Sablowsky, LLC.
Prior to founding the firm, Mr. Goldblum was an associate at Klett Rooney and a partner at Gefsky and Lehman.
Mr. Goldblum’s practice is concentrated in tax, business, estate and trust planning matters, as well as asset protection and succession planning matters. He regularly handles commercial, financial and real estate transactions of all varieties and sizes and acts as general counsel to many privately owned companies. Additionally, Mr. Goldblum is a Certified Medicaid Planner™.
Mr. Goldblum has successfully assisted business owners and professionals with all of their planning concerns and has successfully handled numerous sophisticated commercial transactions, including mergers and acquisitions, strategic partnerships, business restructurings, formation and structuring matters, employment negotiations, healthcare related transactions, joint ventures and private securities offerings.
Mr. Goldblum received his law degree from the University of Pittsburgh, School of Law. Mr. Goldblum also received his M.B.A. from the University of Illinois and his undergraduate degree from the University of Michigan. He is a member of the Corporation, Banking and Business Law and Taxation Sections of the Allegheny County Bar Association.
Mr. Goldblum is also active in religious, charitable and service organizations, including Temple Emanuel of the South Hills and SMC Business Councils where he served on its Board. Mr. Goldblum is currently on the Board of the Society of Financial Services Professionals. Mr. Goldblum is a frequent lecturer for financial and banking institutions and has made many guest appearances for radio programming regarding estate and financial planning matters.
Connect with Philip Goldblum on LinkedIn
Connect with Philip Goldblum on LinkedIn