Thomas Goldman, AIF®, CPFA®
Wealth Manager, Partner
Thomas serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent his entire career in the financial services industry, Thomas offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Thomas worked as a wealth advisor for an independent investment advisory firm.
Thomas earned a Bachelor of Science degree in economics from Santa Clara University. He is also an Accredited Investment Fiduciary<sup>®</sup> professional, as designated by the Center for Fiduciary Studies, and a Certified Plan Fiduciary Advisor<sup>®</sup>, as designated by the National Association of Plan Advisors.
In his spare time, Thomas enjoys traveling, exploring the outdoors and spending time with his family.
Articles by Thomas Goldman, AIF®, CPFA®
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