Broker Check
Paul Goldman

Paul Goldman

Financial Advisor

Paul Goldman is the latest addition to the Prestige Wealth Group team.  Paul was a CPA for 44 years, so he is very aware of the tax ramifications of selling securities, and other assets. In addition, Paul works with his clients on deferring taxes on the sale of non-primary residences through efficient tax programs. 

Paul added financial planning to his tax and accounting practice in 1993, after many of his clients reached out to him for financial help. Most of his former long-term tax clients have stayed with him for decades, given the strong bond of trust that Paul easily engenders.

He is confident and comfortable working with individuals and couples who may not yet, or have little desire to, understand the intricacies of the financial world. Paul enjoys teaching and answering client’s questions.

In his spare time, he enjoys attending a wide variety of music venues, and traveling, which has rekindled his interest in photography.