what it takes to be a good financial planner.

Newspaper [ could use on p 14]Bob Goldman came to financial planning after a career in advertising where he worked for financial clients including Wells Fargo, World Savings, and Charles Schwab. Since becoming a full-time hourly financial planner I have frequently appeared on Public Radio’s Marketplace as well as KQED, public radio and television in San Francisco.  Bob in TV [could be used for page 14]My writing on financial issues has appeared in The Wall Street Journal and The New York Times. My weekly business column is syndicated by the Creators Syndicate. You will find examples of my writing and speaking under the “MEDIA” tab on the home page.

In addition to his expertise in financial planning, my life experiences make me especially attuned to clients’ needs. For example, I understand what it’s like to:

  • Raise children (I have three)
  • Select the right investments in a confusing and volatile economic environment 
  • Finance a college education
  • Buy a house in a challenging real estate market
  • Care for elderly parents
  • Start a business
  • Make an estate plan
  • Deal with the financial aspects of losing a job or ending a marriage
  • Earn a good salary, or even two good salaries, and still experience the uncomfortable feeling of not being able to put aside the kind of money you know you will need to retire
  • Realizing that in order to secure a successful retirement you may have to sell your home and move to another city and state

Bob Goldman is a former member of the Board of Directors of the Financial Planning Association of San Francisco. I hold a Certificate in Personal Financial Planning from the University of California, Berkeley, University Extension. I am an associate member of NAPFA, the National Association of Personal Financial Planners, and an active participant of the Garrett Planning Network, the nation’s premier organization of hourly, as-needed financial advisors.