Thomas Goldman is an Associate Wealth Advisor at SageView Advisory Group in San Jose, CA. Prior to joining SageView, Thomas was an Associate Wealth Advisor at C-J Advisory, an independent financial services firm providing investment management and strategic wealth planning.
Thomas graduated from Santa Clara University with a bachelor’s degree in economics and has two years of experience as an Associate Wealth Advisor. With a passion for financial planning, he holds the Series 65 securities license and the certified ETF advisor (CETF®) designation. He is a member of the Silicon Valley Financial Planning Association, The National Association of Personal Financial Advisors, and the Alliance of Comprehensive Planners.
In his free time, he enjoys outdoor adventures, traveling, and cooking.
*Thomas Goldman is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Thomas is no way related to Cetera Advisor Networks LLC or its registered representatives.