Who We Are

Jeffrey B. Goldman, CFP - Founding Principal

Educator - Entrepreneur - Advisor - Triathlete

Jeff is a graduate of California State University at Fullerton with a B.A. in Business Administration concentrating in Finance.  He earned his Certified Financial Planner designation in 1991.

For the past 22 years, Jeff has been assisting clients in determining, planning and accomplishing their goals.  He spent eight years in developing and managing a regional office for a national financial services organization and in 2001 established his own practice with his partner and wife, Annette.

Jeff's extensive background in small business assists him in providing valuable advice to business owners.  Jeff helps simplify the financial affairs of his clients so they can focus on enjoying their lives and growing their businesses.

Annette Zillgens Goldman, Esq., CFP - Investment Advisor Representative

Annette is a graduate of UCSD with a B.A. in Urban Planning and a minor in Engineering.  She earned her Juris Doctorate from the University of San Diego School of Law and was admitted to the California Bar in 1994.  She earned the Certified Financial Planner designation in 2001.

Annette has a diverse background in law, marketing, management and finance.  After a brief time practicing law, Annette found that she needed to impact people in a different way.

She has over 14 years of assisting clients in determining and accomplishing their goals.  Annette's legal background provides both Sierra Wealth Group, LLC and our clients insight into the many estate planning and business entity questions that arise.

Dael N. Kiesler - Client Relationship Coordinator

Dael received her B.A. in Political Science from Chatham College in Pittsburgh, PA and her Paralegal certificate from the University of San Diego Law School.  Her areas of expertise include Long Term Care Insurance, estate plans and college planning.  She is a Certified Citadel Estate Planner.