858.361.3698 ◆ Sheldon@goldmanwm.com
Sheldon Goldman, CFP®
Wealth Advisor
Sheldon is committed to maintaining a high standard of integrity and professionalism in client relationships. After taking the time to understand each client, their worries and goals, he then designs and implements solutions to help them retire and stay retired.
Sheldon has a natural talent for forging personal connections and understands that people’s lives are more than what is reflected in their balance sheets. His greatest satisfaction comes from making a tangible difference in the lives of others and applying his twenty-five years of experience to establish a long-term game plan for their financial future.
Sheldon has a real passion for supporting organizations that promote education and has been teaching courses in business and investments to adults and teens for over twenty years. After college, he taught in South Africa for many years and co-founded a school for kids from Soweto. Sheldon enjoys travel, hiking, and time with his family. He has two sons and lives in Carmel Valley.