Investment & Planning

Todd Goldman, CFP®, CIMA®, CEPA®

Todd Goldman, CFP®, CIMA®, CEPA®

Senior advisor

Todd started his career as an engineer at NASA, then worked as a creative executive in television. After joining the financial services industry, he spent several years at City National in their entertainment division, serving as managing partner of a six-member wealth management team that served the needs of high-net-worth and ultra-high-net-worth families.

As a senior advisor at Westmount, Todd brings his sharp intellect and diverse experience to bear on behalf of clients, helping them plan business exits, philanthropic giving, and preparing the next generation for their wealth.

Todd was born in Chicago and raised in South Florida and Maryland. He graduated from the University of Maryland with a degree in mechanical engineering at the age of 20. When not tending to his LA “ranch” populated by his wife, two kids, four chickens, one dog, and bearded dragon, he nurtures his inner geek playing hobby board games and writing song lyrics of questionable quality.

Articles on Insights Lounge by Todd

Life after the sale