Our Firm
Management Team
Henry "Buddy" R. Goldstone, CPA/PFS
hbgoldstone@fpcllc.com
Principal with Financial Planning Consultants, LLC, which provides consulting and investment management services to individuals. Mr. Goldstone has been with Petrinovich Pugh & Company, LLP since 1985, and a partner since 1999. Prior to that he was the accounting manager at a manufacturing company and a controller for a telecommunications startup company. He has a degree in Accounting from San Diego State University. At Petrinovich Pugh & Company, LLP he specializes in tax planning for closely held businesses and individuals, business consulting, tax compliance for business entities and individuals, succession planning, estate planning and financial planning. Mr. Goldstone has earned the Personal Financial Specialist designation as prescribed by the American Institute of Certified Public Accountants and holds both life insurance and securities licenses (series 66 and 7).
- Education & Professional License
- San Diego State University Bachelor of Science in Accounting, 1978
- Personal Financial Specialist, 2002
- Series 7 and 66 securities registrations held with LPL Financial
- Employment History
- Financial Planning Consultants, LLC, 2002 present, Principal
- Petrinovich Pugh & Company, LLP, 1985 present, Partner
- CAS Systems, Inc., 1982 to 1985, Controller
- Hillestad Corporation, 1979 to 1981, Accounting Manager
- Services
- Net-worth review
- Goal setting
- Asset allocation analysis
- Investment performance evaluation
- Estate and income tax overview
- Risk tolerance assessment
- Insurance needs analysis
- Overall special needs analysis
- Professional Affiliations
- Member of the Santa Clara County Estate Planning Council
- Registered representative with LPL Financial
- Community Activities
- Fremont Warm Springs Little League, Treasurer, Director, Manager and Coach
- Fremont Warm Springs Senior, Little League and Allstar Manager and Coach
