Personal Wealth Management

Stefani Goldman, is the founder and principal of her own business.  She is aligned with a team of entrepreneurs backed by a billion dollar platform where we are making a difference in the lives of clients and agents through providing wealth, business and investment strategies. As our client, we are your fiduciary and trusted advisor. You will have access to our robust platform, diverse product portfolio of over 200 providers, a free financial needs analysis and on going financial literacy. As an agent, you will have access to an established platform to build a holistic financial services practice. Whether you are young, ambitious, curious about financial services, starting your career, looking to transfer your skills to a new field or a seasoned professional, we celebrate diversity and are centered around fueling your growth and helping you build a legacy.

Stefani Goldman holds degrees in Economics and Finance and Doctorate of Law from the University of Southern California and 4 professional licenses.   She has served hundreds of clients over her 30 year career.

She started on her own at 16 after losing her father and was the first person in her family to graduate college. After putting herself through college and law school, Stefani started a career in real estate and purchased the first of multiple investments and properties at 26. In 1997, KB Home, was the first Fortune 500 Company to hire  her where she established her career, closed over $100M in investments and built over 500 homes.  After many multi-million dollar projects and positions building up fortunes for other companies, she became a full time entrepreneur founded a successful female-minority owned construction business and a financial services firm. Although she experienced financial success, Stefani found that all along the way, she was ignored by most financial advisors. Stefani learned that a mentorship model and helping others to build their legacy is powerful. Stefani and her team have made it their mission to provide the necessary financial tools to everyone that wants financial success.