Jonathan D. Goldman

Jonathan D. Goldman CFP®, AWMA, LUTCF, is a Wealth Management Advisor at GoldBook Financial since January 2022, where collaboration with a professional team focuses on guiding clients to achieve financial objectives. Previously, Jonathan served as a Staff Sergeant in the Israel Defense Forces from December 2019 to December 2021, working closely with senior military officials on budget forecasting and monitoring. Prior experience includes serving as a Financial Advisor at MassMutual Greater Phoenix from July 2017 to December 2019, providing financial guidance to clients. Jonathan holds a Bachelor of Arts degree in History from Macalester College, earned between 2015 and 2019, and is licensed to sell insurance in Arizona, Illinois, Minnesota, and New York.