Todd Goldman work email
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Todd Goldman personal email
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I develop strategies and solutions to resolve the most pressing financial challenges my clients face. Given the complexity of everyone’s relationship with money, those challenges are emotional as often as they are technical – and both deserve equal attention. I strive to foster close personal relationships with my clients so that I can better understand their needs and investment goals, and ultimately help bring clarity to their financial lives.Much of my time is spent translating industry jargon into plain language to ensure my clients truly know what their wealth is doing. This approach to providing financial advice resonates most with professionals in the technology, creative, and legal professions – or anyone else with limited past passive investment experience, including Next Gen family members. I’m able to provide this high level of service at Westmount by leveraging its access to unique and innovative investment opportunities, state-of-the-art planning tools, and portfolio solutions that are free of conflicts or bias. Certified Financial Planner - CFP®Certified Investment Management Analyst - CIMA®Certified Exit Planning Advisor - CEPASeries 6621/64: Certified Philanthropic Advisor
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Senior AdvisorWestmount PartnersLos Angeles, Ca, Us -
Senior AdvisorWestmount Partners Feb 2016 - PresentGreater Los Angeles AreaBased in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, the Financial Times, InvestmentNews and more.
Todd Goldman Skills
Todd Goldman Education Details
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Mechanical Engineering
Frequently Asked Questions about Todd Goldman
What company does Todd Goldman work for?
Todd Goldman works for Westmount Partners
What is Todd Goldman's role at the current company?
Todd Goldman's current role is Senior Advisor.
What is Todd Goldman's email address?
Todd Goldman's email address is tg****@****ail.com
What is Todd Goldman's direct phone number?
Todd Goldman's direct phone number is (310) 556*****
What schools did Todd Goldman attend?
Todd Goldman attended University Of Maryland.
What skills is Todd Goldman known for?
Todd Goldman has skills like Financial Planning, Wealth Management, Alternative Investments, Financial Literacy Training, Philanthropic Advisement, Entertainment Industry, High Tech Industry, Investments, Portfolio Management, Estate Planning, Personal Tax Planning, Stock Options.
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Todd Goldman
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Todd Goldman
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