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Goldman Wealth Management & Assoc. LLC
12526 High Bluff Drive, San Diego, California, United States
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About the Goldman Wealth Management & Assoc. LLC
Goldman Wealth Management & Assoc. LLC is a finance institution located at 12526 High Bluff Drive in San Diego, California, United States. At our institution, we strive to innovate and create new investment solutions for our clients. We believe in providing expert financial advice and implementing coherent strategies to help our clients achieve their goals in a smart and sustainable way, avoiding risky investment strategies.
Sheldon, the founder of the institution, is dedicated to maintaining a high standard of integrity and professionalism in all client relationships. He takes the time to truly understand each client, their concerns, and their goals in order to design and implement personalized solutions to help them retire and stay retired. With over twenty-five years of experience in the industry, Sheldon has a natural talent for building personal connections and is passionate about making a tangible difference in the lives of others.
In addition to his work at the institution, Sheldon is also committed to supporting organizations that promote education. He has been teaching courses in business and investments to adults and teens for over twenty years and has even co-founded a school for children in Soweto, South Africa. Outside of work, Sheldon enjoys travel, hiking, and spending time with his family in Carmel Valley, where he lives with his two sons.
12526 High Bluff Dr UNIT 300, San Diego, CA 92130, United States
Opening hours of Goldman Wealth Management & Assoc. LLC
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Goldman Wealth Management & Assoc. LLC
"Sheldon and Julia are amazing! They are not only very good at what they do, but have fun in the process. It's a very personal experience working with them.I absolutely recommend Goldman Wealth Management & Associates!!"
"My dad has been a client of Sheldon's for many years. When the time came for me to take over financially for him, Sheldon was extremely helpful and supportive. Julia and Sheldon make a great team and are wonderful to work with! They have made a stressful time much easier to deal with."
"The team at Goldman Wealth Management & Assoc., are the best! Sheldon has helped my husband and myself throughout the years by managing our investments wisely. And, Jula assisted me so much after my husband passed away and made the new transition go smoothly!"
"Sheldon takes a very personal approach and understands that different clients have different needs, instead of applying a “cookie-cutter” strategy. He takes time to get to know you, what your goals are, what you want to be able to accomplish, and is honest and transparent when discussing what can be expected."
"Sheldon and his Assistant Julia go above and beyond to take care of GWM clients. Sheldon is great at proactively communicating when things change in the market. He is extremely knowedgeable and personalizes his approach to meet his clients' needs. Goldman Wealth Management is all about proving thorough financial planning services while delivering exemplary service and maintaining strong client relationships. Highly recommend!"
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