Ian Goldey

Ian Goldey is a veteran wealth manager with over 30 years of experience, including 13 years in senior leadership roles at major wirehouses and 17 years as an independent Registered Investment Advisor (RIA). Acting as a financial concierge for “middle-class millionaires,” Ian founded GoTo Financial to foster seamless collaboration between clients and financial professionals.

Throughout his career—which includes serving as Senior Vice President and Senior Portfolio Manager—Ian has specialized in the distinct needs of traders and decision-makers. A tech-forward advisor, he has actively shaped back-office trading and operational systems by serving on the technology advisory committees for Smith Barney, UBS Financial, and Charles Schwab Inc. This deep operational expertise inspired him to co-found AssetPlanet.com, an innovative fintech platform designed to streamline holistic wealth and legacy planning.

An entrepreneur since childhood, Ian filed his first patent at age 11 and remains a staunch advocate for small business owners and economic growth. Based in Southern California, he balances his practice with community service, mentoring, and a passion for music collecting and gardening.

Adam

Adam is a Partner at GoTo Financial, bringing extensive institutional knowledge and disciplined wealth management strategy to Westlake Village and the greater Ventura community. His career spans multiple market cycles across some of the financial industry’s most respected institutions, giving him a comprehensive 360-degree view of the wealth management landscape.

Adam’s professional background bridges foundational risk management and high-net-worth consulting. He began his leadership path as a College Unit Director with Northwestern Mutual, later advising affluent families as a Chase Private Client Banker with JPMorgan Chase. Prior to partnering with Ian at GoTo Financial, he served as a Wealth Advisor and Portfolio Manager with Western International Securities, specializing in active market analysis and bespoke portfolio construction.

Driven by a shared vision to modernize financial planning, Adam co-founded AssetPlanet.com alongside Ian. His leadership at AssetPlanet keeps the firm at the cutting edge of fintech, delivering advanced asset-mapping tools that give both consumers and professionals a crystal-clear picture of their total financial health.

A resident of Ventura, Adam lives with his wife and three daughters. Committed to community mentorship, he serves as a youth volleyball coach at Rise in Ventura, applying the same principles of discipline, teamwork, and long-term growth to the court that he does to multi-generational wealth planning.