Thomas William Goldman

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 10/2021
  C-J Advisory, Inc.
  San Jose, CA
• 06/2019 → 09/2019
  J.R. Financial And Insurance Services
  Santa Clara, CA
• 09/2018 → 02/2019
  Bluefocus International
  Mountain View, CA
• 09/2010 → 09/2016
  Shanghai American School
  Shanghai
• 09/2016 → 03/2020
  Santa Clara University
  Santa Clara, CA
• 10/2021 → 12/2025
  Sageview Advisory Group
  Newport Beach, CA
• 12/2025 → Present
  Creative Planning, Llc
  High Point, NC

Previous Registrations

• 2021-11-09 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  San Jose, CA
  Newport Beach, CA
  San Jose, CA
• 2021-03-29 → 2021-12-08
  C-J Advisory, Inc.
  San Jose, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-29