Todd Goldman
Senior Advisor at Westmount Partners
- Role
- Senior Advisor at Westmount Partners
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Todd Goldman
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
Experience
Senior Advisor
Feb 2016 — Present · Los Angeles, CA, US
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, the Financial Times, InvestmentNews and more.
Education
University of Maryland
Bachelor's Degree
Skills
- Alternative Investments
- Entertainment Industry
- Wealth Management
- Portfolio Management
- Financial Literacy Training
- High-Tech Industry
- Investments
- Financial Planning
- Philanthropic Advisement
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