Thomas Goldman is a Wealth Advisor at SageView Advisory Group, supporting the firm’s offices in Northern California and Virginia. He specializes in providing comprehensive financial planning and investment management services. Additionally, Thomas conducts educational workshops, offering retirement and financial education to retirement plan participants. With a keen understanding of financial markets and a client-centric approach, Thomas is committed to helping individuals and families achieve their financial goals.
Prior to joining SageView, Thomas served as 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. He is a dedicated member of the Financial Planning Association, the National Association of Personal Financial Advisors, and the Alliance of Comprehensive Planners.
Outside of work, Thomas enjoys traveling to new countries, exploring the outdoors, and spending time with family.