Investment & Planning

Todd Goldman, CFP®, CIMA®

Todd Goldman, CFP®, CIMA®

Senior advisor

Todd started his career as an engineer at NASA, then worked as a creative executive in television. In 2003, he entered the financial services industry.  He spent six 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. He then joined Telemus, a Michigan-based RIA with a branch office in Los Angeles, where he advised high-net-worth clients.  As senior portfolio manager at Westmount, he brings his sharp intellect and diverse experience to bear on behalf of clients, helping them craft financial plans and investment strategies that fit with their life goals.

Todd was born in Chicago, raised in South Florida and educated in Maryland, before coming to Los Angeles. He left high school after his junior year to enroll early at the University of Maryland, where he earned his degree in mechanical engineering.