Joshua Goldsmith, CFP®
Founder
Call me old-fashioned, or even Mid-western. Where I grew up in Michigan, a handshake or a man’s word was as good as gold. My family’s namesake rested upon integrity, pride of workmanship and being responsible and trustworthy. Carrying forward with those principles, I am privileged to establish Goldsmith Financial as the founder, owner, and president.
When I was thirteen, my uncle gifted me 10 shares of the Boston Celtics stock for my Bar Mitzvah. Following that stock on the market over the years has been an exciting experience that left an indelible mark on my career choice. I truly enjoy helping people reap the rewards of financial investments.
My interest in the financial markets has only grown over the years. I’ve studied how bull and bear markets function in different kinds of market environments and have seen clients through the worst recession this country has known since the Great Depression.
I built my business in 2007 while working under Edward Jones Investments. My success in building my clients’ wealth during those recession years was built by providing them with a comprehensive and fundamental analysis of their financial goals. By understanding their unique financial situations, I could tailor a plan and recommend various strategies to pursue their needs.
After 6 years of service, I decided to fulfill my dream to open Goldsmith Financial Corporation. As a Financial Consultant, Life Insurance Agent and California Certified Long Term Care Representative I am qualified and determined to help my clients reach their retirement goals. By understanding their unique financial situations, I tailor plans and recommend the different strategies for their needs.
With great pride, I rest my success on earning a loyal and trusting client base the old-fashioned way, by meeting and building long-standing relationships face to face. Founding my corporation, Goldsmith Financial, provides me the freedom to continue spending time to really get to know my clients and their financial aspirations.
Fortunately, being an independent private wealth manager doesn’t preclude me from being competitive. My association with LPL Financial furnishes me with an arsenal of research, training and support tools to serve my clients efficiently.
I’d like to put my skills and experience to work for you. Let’s schedule some time to get to know each other.