Thomas Goldman
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Thomas Goldman Email & Phone Number

Private Wealth Manager at Creative Planning
Location: Raleigh-Durham-Chapel Hill Area, United States 5 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Creative Planning
Role
Private Wealth Manager
Location
Raleigh-Durham-Chapel Hill Area, United States
Company size
1946 employees

Who is Thomas Goldman? Overview

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Quick answer

Thomas Goldman is listed as Private Wealth Manager at Creative Planning, a with 1946 employees, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a matched LinkedIn profile for Thomas Goldman.

Thomas Goldman previously worked as Wealth Advisor at Sageview Advisory Group and Wealth Management Associate at C-J Advisory, Inc.. Thomas Goldman holds Bachelor'S Degree, Economics from Santa Clara University.

Company email context

Email format at Creative Planning

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Creative Planning

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Profile bio

About Thomas Goldman

Thomas Goldman is a Private Wealth Manager at Creative Planning.

Current workplace

Thomas Goldman's current company

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Creative Planning
Creative Planning
Private Wealth Manager
Chapel Hill, NC, US
Website
creativeplanning.com
Employees
1946
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5 roles

Thomas Goldman work experience

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Wealth Management Associate

C-J Advisory, Inc.

San Francisco Bay Area

Nov 2019 - Oct 2021
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

JC Jessica Carter, Cfp® Jessica Carter, Cfp® Colleague at Creative PlanningChicago, Illinois, United States View → KB Kathy Bexten Kathy Bexten Colleague at Creative PlanningLeawood, Kansas, United States View → SS Sam Scott, Cfp® Sam Scott, Cfp® Colleague at Creative PlanningLeawood, Kansas, United States View → AP Andrew Prignitz, Cfp®, Crpc® Andrew Prignitz, Cfp®, Crpc® Colleague at Creative PlanningLeawood, Kansas, United States View → MH Mackenna Haney Mackenna Haney Colleague at Creative PlanningKansas City Metropolitan Area, United States View → MS Madison Smart Madison Smart Colleague at Creative PlanningKansas City, Missouri, United States View → SB Sarah Bibb Sarah Bibb Colleague at Creative PlanningNampa, Idaho, United States View → AA Anknee Adom Anknee Adom Colleague at Creative PlanningFederal Way, Washington, United States View → SG Sean Granere Sean Granere Colleague at Creative PlanningHouston, Texas, United States View → FF Frank Fairbanks, Cpa, Cfp® Frank Fairbanks, Cpa, Cfp® Colleague at Creative PlanningOklahoma City Metropolitan Area, United States View →
2 education records

Thomas Goldman education

FAQ

Frequently asked questions about Thomas Goldman

Quick answers generated from the profile data available on this page.

What company does Thomas Goldman work for?

Thomas Goldman works for Creative Planning.

What is Thomas Goldman's role at Creative Planning?

Thomas Goldman is listed as Private Wealth Manager at Creative Planning.

Where is Thomas Goldman based?

Thomas Goldman is based in Raleigh-Durham-Chapel Hill Area, United States while working with Creative Planning.

What companies has Thomas Goldman worked for?

Thomas Goldman has worked for Creative Planning, Sageview Advisory Group, C-J Advisory, Inc., J.R. Financial & Insurance Services, and Bluefocus International.

Who are Thomas Goldman's colleagues at Creative Planning?

Thomas Goldman's colleagues at Creative Planning include Jessica Carter, Cfp®, Kathy Bexten, Sam Scott, Cfp®, Andrew Prignitz, Cfp®, Crpc®, and Mackenna Haney.

How can I contact Thomas Goldman?

You can use AeroLeads to view verified contact signals for Thomas Goldman at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Thomas Goldman attend?

Thomas Goldman holds Bachelor'S Degree, Economics from Santa Clara University.

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