Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
About William Goldman
William brings over two decades of experience in education and business, with a strong background in both fields. As the Founder of Quantum Leap Wealth Management, he is committed to providing guidance and teaching individuals from diverse backgrounds, spanning the private and public sectors.
With the esteemed designation of CF2 (Certified Financial Fiduciary), William leverages his extensive knowledge in finance and a strong sense of fiduciary duty to help his clients achieve their financial goals and realize their dreams.
Working alongside a seasoned team with over 40 years of collective experience in financial planning, accounting, and estate planning, William ensures comprehensive and expert guidance for his clients.
In addition to his professional endeavors, William is dedicated to sharing his knowledge as an instructor at a local high school and teaching finance and money-related classes to adults in the community. His passion for education extends beyond the realm of finance.
Based in Henderson, Nevada, William resides with his wife and seven children. Together, they enjoy exploring national parks through hiking, and boating, creating cherished memories as a family.
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
Investing
Insurance
Social Security
Financial Planning
Disclosure:
Quantum Leap Wealth Management, a marketing name and affiliated entity of Gold Federal Advisors LLC, does not provide investment advisory services. Investment advisory services are provided exclusively by Brookwood Investment Group, LLC. Neither Quantum Leap Wealth Management LLC nor Gold Federal Advisors LLC provides investment advice through this website. Investment advice is provided solely by Brookwood Investment Group, LLC pursuant to a written advisory agreement.
Advanced investment strategies involve additional risks and may not be suitable for all investors. All investing involves risk, including loss of principal, and there is no guarantee that any strategy will be successful or achieve its intended outcome. Tax planning services are provided in coordination with your legal and tax professionals. Tax and estate laws are subject to change, and results may vary. The advisor is not a CPA and does not provide tax or legal advice.
