207-781-3500

David Weliver, Technology Advisor

Melissa Mullen Photography

David Weliver shares our financial coaches’ passion for making finance understandable and interesting for everyone.

David advises Goldman Financial Planning on the firm’s use of technology to serve and educate clients as efficiently and securely as possible. Working closely with the firm’s financial coaches, David is designing new technology-driven processes the coaches will use to offer clients an even higher level of service.

David co-led the development of Moneymentals®, Goldman Financial Planning’s behavior-based online financial coaching program. Building upon Moneymentals, David is collaborating with firm principals to develop additional products that will provide affordable financial education and coaching to customers who may not yet be ready for individualized financial planning.

Prior to working with Goldman Financial Planning, David founded Money Under 30®, a personal finance education website for young adults. Money Under 30 grew to become one of the world’s largest independently-owned financial advice websites, reaching over 1 million visitors each month. After running the site for more than 10 years, David sold Money Under 30 in 2017 to the international publishing group Webpals Systems.

David is a graduate of Bates College.

David lives in Cumberland with his wife, two children, and Moxie, an abundantly energetic yellow lab mix, where he volunteers on the board of Foundation 51, a local fundraising organization. David enjoys playing the piano and guitar, getting in over his head with DIY home improvement projects, and relaxing in Maine’s great outdoors (at least in summer).

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We look forward to meeting you by phone, through email or in person.

 

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Goldman Financial Planning, LLC.
19 Northbrook Drive
Falmouth, Maine 04105


(207) 781-3500

hello@GoldmanFP.com


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