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Meet the Team

David Goldman

Investment advisor

With over 28 years of experience in financial services, David Goldman has dedicated his career to guiding clients through every phase of their financial journey, from building wealth to creating sustainable retirement income. His client-first approach ensures that individuals and families can confidently pursue their financial goals with a clear and personalized plan.

David believes that successful investment strategies begin with a deep understanding of his clients' aspirations, values, and financial needs. By fostering strong, collaborative relationships, he develops customized solutions tailored to their unique circumstances, helping them achieve their desired lifestyles and long-term financial security.

Specializing in portfolio management and retirement planning, David works with clients to design strategies focused on wealth preservation, risk management, and tax-efficient investing. His commitment extends beyond immediate financial objectives to include legacy planning, ensuring that clients can leave a meaningful impact for future generations.

David began his career in 1996 at Legacy Financial Group, specializing in equity markets and comprehensive wealth strategies. In 2008, he joined Summit Advisory Services as a senior investment advisor, where he honed his skills in risk management and multi-generational planning. Since 2016, David has been a valued member of Advanta Wealth, offering holistic investment guidance to a diverse clientele.

He holds Series 7, 65, and 63 securities registrations through LPL Financial and is licensed to provide insurance solutions in New York, New Jersey, and Connecticut. This robust expertise allows David to deliver comprehensive, forward-thinking financial strategies for clients at every stage of life.

Residing in White Plains, New York, with his wife, Rachel, and their two children, David is an active participant in local philanthropic efforts, including financial literacy programs for underserved communities. Outside of work, he enjoys golfing and exploring culinary arts, blending his passion for creativity with his dedication to lifelong learning.

David’s depth of experience, personalized care, and unwavering commitment to his clients’ success make him a trusted partner in navigating the complexities of investment planning and achieving lasting financial confidence.