Simon Goldin

Most people don’t need help picking stocks.

They need help making smart financial decisions consistently—especially when life gets complicated.

My clients typically are high-income professionals, engineers and business owners who are doing well financially but are asking bigger questions like:

“Am I investing the right way for my long-term goals?”
“How do I reduce my tax burden over time?”
“Will I be financially secure if I change careers, move or retire early?”
“Am I making decisions today that I’ll regret 10-20 years from now?”
That’s where comprehensive financial planning comes in.

I work with clients to bring structure and clarity to their financial lives by integrating:

Investment Management
Tax-Efficient Planning
Retirement Strategy
Estate Planning
Risk Management
Cash Flow & Liquidity Planning
The goal isn’t just to grow your portfolio—it’s to help you make informed decisions so your money might support your life, career flexibility and long-term security. As a CERTIFIED FINANCIAL PLANNER® professional, I focus on building long-term partnerships with clients who want a thoughtful, strategic approach to managing their wealth over time.

I earned my Bachelor of Science in Financial Planning & Services from San Diego State University. Outside of the office, I enjoy surfing, golfing, snowboarding and training for triathlons and marathons.