GoTo Financial was founded by Ian Goldey, a seasoned financial professional with over 30 years of experience—13 in senior roles at major wealth management firms and 17 as a Registered Investment Advisor. Known as a financial concierge for middle-class millionaires, Mr. Goldey established GoTo Financial to bridge the gap between clients and professionals, fostering collaboration that benefits all parties.

Mr. Goldey has served as Senior Vice President and Senior Portfolio Manager, with a deep understanding of the needs of traders and decision-makers. He has played a key role in enhancing back-office trading and operational systems, having served on the technology committees of all three financial firms with which he has been affiliated—Smith Barney, UBS Financial, and Charles Schwab Inc.

An entrepreneur from an early age, Mr. Goldey founded multiple companies and filed his first patent at just 11 years old. He is a strong advocate for entrepreneurs and the hard-working individuals who fuel economic growth. Committed to balance between work, community, and family, Ian actively participates in charitable initiatives, volunteers his expertise, and is a passionate gardener, music collector, and mentor to those in need.