Have you ever wanted a money mentor to guide you through a financial decision or answer your money questions?Where do you turn when you have questions about how to prepare for a potential layoff or a job change, to save for a home or retirement, or planning for parenting? What about student loan repayment options, credit scores, or workplace benefits?Working with tech professionals, I know how tricky finances can be for everyone. Money is messy and stressful and sometimes even overwhelming. But it doesn't have to be. A coach by your side can help answer questions and offer guidance and unbiased information to help you make a decision, pursue a goal, or change a money behavior.As a financial coach to Women and LGBTQ+ tech professionals, I guide my clients through a myriad of money matters while helping them build and sustain their financial well-being and peace of mind. My coaching is influenced by a career of +25 years in tech and financial services, my passion for and knowledge of personal finance, and my own life story. I've experienced the benefits and challenges of working in tech, plus the added difficulties women, LGBTQ+ people, and single parents face. My strength is leveraging your current knowledge and skills to help you reach your goals sooner, empowering you and leaving you confident you’re making well-informed choices for your present and future.When you work with me, I will help you:✦ Understand your current finances holistically and strategize a range of next steps to optimize them. ✦ Clarify your goals and priorities to create a high-level roadmap.✦ Design a custom action plan to guide you along each step, centered around what’s most important to you, from paying down debt to saving for travel.✦ Track your progress and learn to make micro-shifts as necessary. ✦ Brainstorm your ideas, goals, and plans to broaden your perspective. We can explore strategies for a career transition, housing options, or welcoming a new partner (or child!) into your life. ✦ Explore your fears and concerns to help you choose an approach that helps you sleep well at night. ✦ Acquire tools and techniques to help you spend smarter, save better, and build wealth. We’ll co-create a spending plan to help you balance FOMO with financial stability and your future goals.✦ Create accountability and follow-through by establishing sustainable habits and systems that work for you.I offer a complimentary call where we can explore your questions and see if we’re a good fit. Contact me at deborah@wisewithweath.com or message me via LinkedIn.
Wise With Wealth
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Financial Coach And OwnerWise With Wealth Jan 2022 - PresentAs a financial coach to Women and LGBTQ+ tech professionals, I guide my clients through a myriad of money matters while helping them build and sustain their financial well-being and peace of mind.My strength is leveraging your current knowledge and skills to help you reach your goals sooner, empowering you and leaving you confident you’re making well-informed choices for your present and future.
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Senior Director - Product Management (Capital Markets)Broadridge Jul 2018 - Jun 2022New York, New York, Us -
Senior Advisory Consultant - Product Development (Fixed Income)Broadridge Apr 2012 - Jun 2018New York, New York, Us -
Team Lead / Project Manager / Senior Business Analyst (Securities Processing)Broadridge Apr 2007 - Mar 2012New York, New York, Us -
Senior Business Analyst / Product DevelopmentAdp Jul 2004 - Mar 2007Roseland, New Jersey, UsBusiness analysis for cross-product fixed-income and equity system enhancements at ADP Brokerage Services. -
Private Practice ConsultantPfizer And Adp Dec 2001 - Oct 2004Technical product strategy and product development consulting to clients including Pfizer and ADP.
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Director - Product ManagementIdentrust, Inc. May 2000 - Nov 2001Freemont, Ca, UsTechnical product development of solutions for digital identity authentication, electronic signatures, and risk management. Named inventor for a patented product & process. (System and Method for Providing Warranties in Electronic Commerce, US7200573.) -
Senior ConsultantThe Summit Group Jan 1995 - May 2000New York, Ny, UsManagement consulting to financial and securities processing clients including DTCC, JP Morgan, and Thomson. -
Senior Consultant - Institutional Delivery (Id) ServicesDtcc Jan 1995 - May 1998Jersey City, Nj, Us -
Financial Analyst - Client ServicesFischer Francis Trees & Watts 1991 - 1994
Deborah Goldstein Education Details
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Cornell UniversityBusiness And Economics Concentration
Frequently Asked Questions about Deborah Goldstein
What company does Deborah Goldstein work for?
Deborah Goldstein works for Wise With Wealth
What is Deborah Goldstein's role at the current company?
Deborah Goldstein's current role is Financial Coach | Partner to Women and LGBTQ+ tech professionals to manage their money wisely and build wealth.
What schools did Deborah Goldstein attend?
Deborah Goldstein attended Cornell University.
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