• Education & Professional License
  • San Diego State University Bachelor of Science in Accounting, 1978
  • Personal Financial Specialist, 2002
  • FINRA Series 7 and 66 Certification
  • Registered Representative of LPL Financial

• Employment History
  • Financial Planning Consultants, LLC, 2002 to present, Principal
  • Petrinovich Pugh & Company, LLP, 1985 to present, Partner
  • CAS Systems, Inc., 1982 to 1985, Controller
  • Hillestad Corporation, 1979 to 1981, Accounting Manager

• Services
  • Net-worth review
  • Goal setting
  • Asset allocation analysisInvestment 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

For more information about Financial Planning Consultants, LLC, please contact Buddy Goldstone at (408) 287-7911 or by email at bgoldstone@fpcllc.com.