GoldBook Financial
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.
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GoldBook Financial
At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate. We customize our services to meet your personal needs, as well as those of your family or your business. We can provide you with the tools to maximize your resources and help you meet your financial goals. We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement. Stay Connected Instagram: @goldbookfinancial Facebook: https://www.facebook.com/GoldBookFinancial ____ MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SIPC®.