William Goldman, NSSA® Advisor · Henderson, NV
William Goldman
Senior Investment Advisor at Gold Federal Advisor, Quantum Leap Wealth Management
Professional Profile
William Goldman is a Senior Investment Advisor at Quantum Leap Wealth Management a respected member of the Brookwood Investment Group based in Henderson, Nevada. With a B.S. in Finance and Accounting and over 20 years of experience guiding small businesses, William brings a wealth of knowledge and expertise to his clients. His professional credentials, including the prestigious Certified Financial Fiduciary (CF2), Financial Retirement Counselor (FRC), and National Social Security Advisor (NSSA) certifications, underscore his deep commitment to fiduciary responsibility and personalized financial planning. Additionally, he is amongst the few advisors that carries a CEPA certification, coaching business owners create significant value for their companies and optimizing options for wealth creation.
William takes pride in empowering individuals from diverse backgrounds, spanning both the private and public sectors, to achieve their financial goals and dreams. His collaborative approach with a seasoned team boasting over 40 years of collective experience in financial planning, accounting, and estate planning ensures that clients receive comprehensive guidance tailored to their unique needs.
Beyond his professional accomplishments, William is passionate about education, serving as an instructor at a local high school and teaching finance classes for adults in his community. This dedication to financial literacy reflects his belief that knowledge is key to financial success.
As a holder of the NSSA® Social Security certification, William Goldman brings specialized knowledge of Social Security planning to every client relationship.
A dedicated family man, William enjoys exploring Nevada's national parks with his wife and children, cherishing the memories they create together. Whether you are looking for expert advice on investment strategies, wealth building, or navigating social security, William Goldman’s expertise and unwavering commitment to client success make him a trusted choice for residents in the Henderson area seeking financial guidance.
Disclosure
Quantum Leap Wealth Management LLC and William Goldman offer investment advice through Brookwood Investment Group, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 ("Brookwood"). Brookwood is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Brookwood are available at www.brookwoodinvestmentgroup.com. Additional information pertaining to William Goldman and/or Brookwood's registration status, business operations, services and fees, and its current written disclosure statement is available on the SEC's Investment Adviser public website at www.adviserinfo.sec.gov. Past performance is not a guarantee of future results.
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