Jordan Mangaliman
Private Wealth Advisor | Founder GoldLine Wealth Management
- Role
- Chief Executive Officer Private Wealth Advisor at Goldline Wealth Management
- Location
- Fullerton, CA, US
- LinkedIn followers
- 500 followers
About Jordan Mangaliman
As the Founder of GoldLine Wealth Management, I lead a team dedicated to helping retirees and pre-retirees navigate the six major risks in retirement and create strategies to overcome them with confidence.As a Fiduciary Retirement Advisor, my commitment is simple: always put clients first. With over 40 years of family experience in wealth management, I take pride in guiding individuals and families toward the retirement they deserve—through both up and down markets. Why clients choose us- A proven track record of prioritizing client needs above all else- Fiduciary responsibility—building trust both legally and ethically- Decades of experience navigating all market environments- A foundation of transparency, communication, and world-class serviceAt GoldLine, many of our clients have become like family. We are grateful for the relationships we’ve built, and we remain dedicated to helping our clients live a fulfilling and worry-free retirement.
Experience
Chief Executive Officer Private Wealth Advisor
Jun 2016 — Present · Orange County, CA, US
Empower clients and partners with financial education on the core building blocks of wealth creation-Recruit and develop service-driven financial professionals who align with our culture of putting others first-Mentor and guide advisors as they grow their financial services practices-Build and secure strategic partnerships that keep our firm at the forefront of innovative wealth strategies-Champion and drive our company’s mission and culture every day
Education
University of California, Riverside
Bachelor's degree
2009 — 2013
Loyola High School of Los Angeles
High School Diploma
2005 — 2009
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Internet
- Wordpress
- Creative Writing
- Os X
- Social Networking
- Marketing
- Blogging
- Public Speaking
- Sponsorship
- Powerpoint
- Business Strategy
- Customer Service
- Event Planning
- Financial Services
- Leadership
- Management
- Presentations
- Social Media
- Team Building
- Time Management
- Training
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