The Goldman Financial Planning team is dedicated to providing friendly, professional service based on years of knowledge and expertise.
We will help you choose one of our CERTIFIED FINANCIAL PLANNERTM professionals to serve as your lead coach. In addition, two or more of our team members typically assist on each planning engagement and with ongoing client support. You can expect individualized attention, depth of knowledge, and responsiveness from our team.
Founder | Executive Director
Partner | Planning Director
Goldman Financial Planning subscribes to the CERTIFIED FINANCIAL PLANNERTM (CFP®) code of ethics and professional standards for all activities.
National Association of Personal Financial Advisors (NAPFA) members commit to charging on a fee-only basis to avoid the conflict of interest inherent in accepting commissions.
A scientific approach to planning-centric investing. Asset Dedication provides back-office functions — such as implementing trades, portfolio monitoring, and performance reporting — and also serves as our research department. Asset Dedication’s capabilities are critical when it comes to creating and overseeing the methodology we use and conducting ad hoc research for specific client needs to optimize investment results. The Asset Dedication team includes the following experts:
Chief Investment Strategist | Co-Founder
A recognized leader in finance, investing and economics, Stephen is a tenured professor of decision sciences at the University of San Francisco. He has more than 35 years of experience researching and applying decision theory to real-world problems. Stephen co-authored the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation with Brent Burns and often publishes academic journal articles and presents papers at international conferences.
President | Co-Founder
Brent applies extensive academic research to the development of practical and innovative portfolio strategies. His deep background in empirical finance helped form the basis for Asset Dedication’s modeling and analysis. An adjunct professor at the University of San Francisco School of Management, Brent is also a former member of the U.S. National Track and Field Team.
Director, Investments and Portfolio Risk Management
A Chartered Financial Analyst (CFA), Jeremy has been developing his expertise in fixed income management since 1991 with impressive results. He uses his bond- and investment-trading genius to successfully manage multibillion dollar portfolios and knows how to get the best execution for investment trades. Jeremy has managed one of the top-performing U.S. fixed income funds in the United States.