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David Goldman

David Goldman

Operations

BIOGRAPHY

David works on the operations team at AdvicePeriod. The operations team focuses on the ongoing account maintenance of our advisors’ clients. Our professionals execute trades, wires, transfers and perform day to day account administration – allowing our advisors to spend more time with their clients.

David has spent his entire 14-year career in financial services in various roles involving investment operations, analysis and client service. He was previously at Northwestern Mutual Wealth Management Company, where he was Director of Investment Operations for a large practice that focused on comprehensive financial planning and investment management for partners at the Big Four public accounting firms. David graduated from California State University, Northridge. He lives in West LA and enjoys yoga, hiking and traveling the world with his wife Stephanie and his daughter Maeva.