Steve Goldbloom, financial planning and wealth preservation specialist, was recently featured in the Wall Street Journal in recognition of his latest best-selling book.
Steve Goldbloom was recognized for his best-selling 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. The book was released on May 30th, 2013 and reached best-seller status in five Amazon.com categories - reaching as high as #2 in the Direct Marketing category.
Steve Goldbloom contributed a chapter titled “Building Wealth vs. Financial Planning…Success By Association.” Read more about the book at http://www.celebritypresspublishing.com/publications/the-ultimate-success-guide.php
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.
Learn more about Steve Goldbloom at http://www.stevegoldbloom.com/