Ian Goldey

CEO Asset Planet

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Ian Goldey 818-835-9053 personal https://assetplanet.com/ https://assetplanet.com/

Details

Profile:

Before founding Asset Planet, Ian was a seasoned wealth management professional with 30 years of experience as Senior Vice President and Senior Portfolio Manager at Salomon Smith Barney and UBS Financial. Currently partner at Go-To Financial (RIA), providing specialized concierge services for middle-class millionaires. As a Technology Advisory member at both firms, I helped modernize CRM systems and trading platforms for financial advisors. My comprehensive trading expertise spans bonds, stocks, options, equities, and private equity, encompassing research, allocation, block execution, compliance, and client communication. Having witnessed the industry's evolution from pneumatic tubes to mobile trading and artificial intelligence, I maintain a lifelong passion for financial technology.

Organization:

Asset Planet

Westlake Village, CA 91361

Phone: Email: iang@assetplanet.com

We created Asset Planet because we saw a gap in how people manage their financial journey.As wealth managers, we work with clients at every life stage. Young professionals building careers and figuring out how to grow assets. Newlyweds creating household budgets. First-time homebuyers. Parents planning for their kids' college expenses and their own retirement.Then there are our established clients managing substantial assets, balancing liabilities, fine-tuning investment strategies, and creating legacy plans for the next generation.What we realized was pretty eye-opening - despite all the financial tools out there - and we have used them all from consumer to professional level - nothing comprehensively supports this entire journey. People were piecing together different solutions at different life stages.That's why Asset Planet exists. It's the one platform that grows with you throughout your entire financial life - from those first career steps all the way through retirement and legacy planning. No more juggling multiple systems or starting over with new tools as your needs evolve.So what's your choice? Cobble together various solutions like everyone else... or simplify your financial life with one platform - Asset Planet?