What it takes to be a good financial planner.

Bob Goldman came to financial planning after a career in advertising where he worked for financial clients including Wells Fargo, World Savings, and Charles Schwab. His writing has appeared in The Wall Street Journal and The New York Times. His weekly business column is syndicated by the Creator's Syndicate.

In addition to his expertise in financial planning, Bob’s life experiences make him especially attuned to clients’ needs. For example, he understands what it’s like to: 

• Raise children (he has three)
• Select the right investments in a confusing and volatile economic environment  
• Finance a college education
• Buy a house in a challenging real estate market
• Care for elderly parents
• Start a business
• Make an estate plan
• Deal with the financial aspects of losing a job or ending a marriage
• Earn a good salary, or even two good salaries, and still experience the uncomfortable feeling of not being able to put aside the kind of money you know you will need to retire.

Bob Goldman is on the Board of Directors of the Financial Planning Association of San Francisco. He holds a Certificate in Personal Financial Planning from the University of California, Berkeley, University Extension. Bob is a member of NAPFA, the National Association of Personal Financial Planners, and an active participant of the Garrett Planning Network, the nation's premier organization of hourly, as-needed financial advisors.