Todd Goldman
University of Maryland
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Todd Goldman is a highly experienced financial planner and wealth management professional with 36.4 years of work experience. Based in the United States, Todd specializes in developing strategies and solutions to address financial challenges. He strives to foster close personal relationships with his clients, ensuring their needs and investment goals are met. Todd's expertise lies in translating industry jargon into plain language to ensure clarity and client satisfaction. He is a Certified Financial Planner and CFPCertified Investment Management Analyst, utilizing his extensive experience in the technology, creative, and legal professions.
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About
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®Series 6621/64: Certified Philanthropic Advisor
...See MoreWork Experience
senior advisor at westmount asset management
Senior Advisor
Financial Services
Todd Goldman's Professional Milestones
- Senior Financial Life Advisor (2014-09-01~2015-12-01): Guided clients through financial decisions, maximizing their investment potential and achieving their financial goals.
- Vice President - Wealth Advisor, Entertainment Division, Wealth Management Services (2008-06-01~2014-09-01): Guided clients to maximize their digital assets, maximizing their financial growth opportunities.
Education
Mechanical Engineering
Skill
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
Certification
Colleagues
Terrence Demorest
Chief Investment Officer | Public Markets And ESG
Sue Finmark
Controller | Chief Compliance Officer
Bart Zino
marketing manager at westmount asset management
Chris Werner
Chief Operating Officer | Chief Compliance Officer
Lisa Carrillo
Senior Portfolio Manager
Other Named Todd Goldman
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Todd Goldman works for Westmount Asset Management
Todd Goldman's role in Westmount Asset Management is senior advisor at westmount asset management
Todd Goldman works in the industry of Financial Services
Todd Goldman's colleagues are Terrence Demorest,Sue Finmark,Bart Zino
Todd Goldman's latest job experience is senior advisor at westmount asset management at Westmount Asset Management
Todd Goldman's latest education in University of Maryland