Todd Goldman Email & Phone Number

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

Listed skills include Financial Planning, Wealth Management, Alternative Investments, Financial Literacy Training, and 8 others.

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  University Of Maryland

  Mechanical Engineering