An Alumnus of the City University of New York, Mr. Goldson majored in Communications. After completing additional coursework in Business Administration at UCLA he founded an independent marketing cooperative supporting over 100 metropolitan area entrepreneurs. After spending nearly a decade consulting with several Fortune 500 affiliates on executive and employee benefits and sitting on two boards, Mr. Goldson dedicated two years to concentrate on the financial planning needs of individuals and families.
In March of 2003 Mr. Goldson completed a comprehensive course on priority senior issues conducted by the Society of Certified Senior Advisors and has earned the Certified Senior Advisor, CSA designation. Mr Goldson has taken this educational initiative to become a professional leader in meeting the key needs and issues concerning senior citizens.
As Pinnacle’s Chief Investment Officer, Mr. Goldson is also responsible for the training and education of other investment professionals and brings over twenty years of experience to the business and personal planning arenas
Email Mr. Goldson at hsg@pinnaclewealthllc.com.
Certified Senior Advisors have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. The CSA designation alone does not imply expertise in financial, health or social matters.