Strong Finances, Strong Future.
Planning Makes a Difference.
About David Goldin
I became passionate about wealth management as the result of a personal tragedy. At just 23 years of age, I was forced to navigate the complexities of managing my parents’ estate when they both passed suddenly and unexpectedly.
That painful experience stirred in me a deep desire to help families prepare legally and financially for a fulfilling retirement and the continued security of their children and grandchildren long after they pass.
It’s what I’m committed to every day for my clients and my own family.
On the educational side, I have a Master of Arts Degree and hold my Series 6, 63, 65 and Florida 215 licenses. I also hold my Florida Real Estate license and have been involved with residential investments for over a decade.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.
