Wealth Management Specialist Steve Goldbloom Featured in USA Today
Steve Goldbloom, financial planning and wealth preservation specialist, was recently featured in USA Today as a 2012-2013 Financial All-Star.
Bellevue, WA – June 20, 2013 – Steve Goldbloom, Founder of Goldbloom Wealth Management, LLC, was recently featured in USA Today with other leading financial professionals as one of several “Financial All-Stars.” In the USA Today feature, Steve Goldbloom and other leading financial professionals were selected and recognized for their dedication to educating consumers to help them make smart financial decisions.
A natural, experienced problem solver, Steve Goldbloom negotiates complex financial problems on the client’s behalf according to their values, creating big wins for the client that wouldn’t be possible with just any financial planner. Through client education, industry independence, transparency and fiduciary behavior Steve and his team of “Best-in-Class” professionals offer a better, honest approach to financial planning for generations to come.
Steve Goldbloom is an Investment Advisor Representative (IAR), CEO & Trusted Advisor at Goldbloom Wealth Management, LLC (GWM), a WA State Registered Investment Advisory firm. He graduated from Babson College with a B.S. degree with concentration in Finance in 1980 and has been in the finance world in one way or another ever since, headlining the Barter & Trade industry in the late 1980’s prior to focusing on wealth management services.
“My belief about my profession is that it’s built for fiduciaries…not to sell to people products. That’s why I created GWM: to do the right thing for clients, to make sure their assets are available for use in whatever ways suit their own values. I use a team of subject matter experts to make sure clients get individual, best-in-class, coordinated advice (tax related, legal, securities, insurance, etc) that is in their best interest,” said Steve Goldbloom. “There are enough people out there looking to line their pockets with other peoples’ money; if I can make a living doing the right thing and helping people KEEP their money, then why wouldn’t I follow that path?”
Through GWM, Steve offers comprehensive wealth management with many services including professionally managed investment portfolios for qualified clients. Steve and GWM, as an RIA are held to a Fiduciary Standard which means 100% transparency with clients, no hidden fees and acting solely in the best interest of the client, using the client’s goals as the sole priority in serving them. Steve and his team also serve less complex lifestyles with safe money strategies and income-for-life programs.
In May 2013, Steve Goldbloom’s book, The Ultimate Success Guide: The World’s Leading Experts Reveal Their Secrets for Success in Business and in Life, co-authored with noted business development expert, best-selling author and speaker, Brian Tracy, reached best-seller status in five Amazon.com categories.
Learn more about Steve Goldbloom at http://www.stevegoldbloom.com/