Jonathan D. Goldman, CFP®, AWMA®, LUTCF®
Jonathan D. Goldman has been working in the financial services industry since 2017. He spent the last two years as a Financial Forecaster (Sergeant First Class) in the Israel Defenses Forces. He is committed to building long-term relationships with his clients and helping them reach their financial goals is Jonathan’s number one priority. Drawing on his knowledge, experience, and world-class tools, Jonathan helps build financial freedom for his clients.
Jonathan graduated from Macalester College with a bachelor’s degree in History. He has professional designations in Accredited Wealth Management AdvisorSM (AWMA) and Life Underwriting Training Council Fellow (LUTCF). Jonathan holds FINRA series 7 and 66 and is Life, Accident and Health licensed.
Jonathan grew up in New York and now resides in Phoenix, Arizona. Outside of the office, Jonathan enjoys being a sports fan and is also a history buff.
CA Insurance License #0M36070