Thomas Goldman

Associate Wealth Advisor
(408) 345-2890

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Thomas joined C-J Advisory as an Associate Wealth Advisor after graduating from Santa Clara University with a degree in Economics in 2020. Before joining the firm full-time, he served as a financial planning intern at C-J Advisory for six months. Thomas has a passion for financial planning and is currently pursuing the Certified Financial Planner designation.  As an Associate Wealth Advisor, he assists the firm’s advisor team with preparation for client meetings, investment research, and building financial plans. He is a member of the Silicon Valley Financial Planning Association, The National Association of Personal Financial Advisors, and Alliance of Comprehensive Planners. In his free time, he enjoys outdoor adventures, traveling, and cooking.