Mark Goldman ^{Ultimate Decision-Maker}

Managing Director, GFS at Raymond James

Current Job Duration: 3 yrs 6 mos (until March 2026)

HEADLINE:
Certified Financial Planner ™, Professional at Goldman Financial Services/ Raymond James Financial

PERSONAL SUMMARY:
My passion as a founding member of Goldman Financial Services stems from my desire to positively impact client lives by building financial plans that address the challenges Individuals and families are facing. From a very personal early life experience with loss, I know full well the value of having a trusted advisor in your corner to help make sound financial decisions. At Goldman Financial we focus on aligning our values with our clients and will always make decisions with your best interests at the forefront. Communication, trust, and understanding are the key driving principles clients enjoy as we deliver personalized financial plans to address client needs. Along the way, we will leverage over 35 years of experience and continually focus on risk mitigation and adjust the planning process to an ever-evolving market dynamic and life’s circumstances. Simplifying the complex and providing education around multiple investment disciplines is a benefit you will receive by working with Goldman Financial. If you feel we would be a suitable option in reaching your goals and objectives, we welcome the opportunity to speak further and see if working together makes sense.

Languages:

EDUCATION:
School: Binghamton University
Degree: Bachelor of Science (BS), Accounting
Activities: None

School: Binghamton University School of Management
Degree: Bachelor of Science (BS), Accounting
Activities: None

Number of Followers:
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