David Goldin
Thoughtful, communicative wealth management with an estate-planning-first approach.
Life’s too fragile to ignore your estate.
Why I Do What I Do
I became passionate about wealth management as the result of a personal tragedy. At just 23 years of age, I was forced to navigate the complexities of managing my parents’ estate when they both passed suddenly and unexpectedly.
That painful experience stirred in me a deep desire to help families prepare legally and financially for a fulfilling retirement and the continued security of their children and grandchildren long after they pass.
It’s what I’m committed to every day for my clients and my own family.
On the educational side, I have a Master of Arts Degree and hold my Series 6, 63, 65 and Florida 215 licenses. I also hold my Florida Real Estate license and have been involved with residential investments for over a decade.
Who I Work With
While I serve a wide variety of clients, my skills and experience are best suited to professional, retirement-aged couples with incomes of $300-500K and net worths of $3-5M.
As an avid outdoorsman, I’m always down to connect over a round of golf or even a good day of fishing in the Gulf.
Why work with me?
Estate-first approach
I help you view everything through the lens of tax-efficient estate planning, ensuring your wealth is protected and prepared for a smooth transition to the next generation.
Proactive communication
I’m constantly looking for opportunities to improve your investment and tax situation, and you’ll never need to chase me down when you’re looking for an answer.
True teamwork
I coordinate our investment, tax, and estate planning professionals on your behalf to create and implement the right solutions for your goals.
What My Clients Are Saying
“We couldn’t feel more confident.”
– Dani & Frank W.
“I couldn't be happier.”
– Dr. M
“Knowledgeable and confident.”
– Erica B.
“I trust him with my family's future.”
– David C.
The power of the team.
As our client, you get unbilled access to Accurate’s full team of tax, estate, and financial professionals.
Let’s talk about your financial future.
david.goldin@accurateadvisory.com
(813) 994-0984
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
Testimonials
-
David Goldin is my advisor at Accurate and I cannot speak highly enough of him. He has taken great care of my portfolio and grown my accounts over the past couple of years in a way that I did not think was possible. He is very knowledgeable and goes out of his way to communicate the firm's investment strategy to me. I know that my retirement account is in good hands with David and I trust him with my family's future
– David C.
-
I moved over my money From Jp Morgan to accurate advisory with David Goldin and have never looked back. He is knowledgable and confident and that takes greatly reduces my stressors of money management. I know my retirement is in good hands and can better plan for my future. He is always available and responsive and eager to offer guidance. I have seen tremendous growth and diversity in my portfolio since David has taken over and would recommend his expertise to anyone.
– Erica B.
-
Thank you to David at accurate wealth, he has been getting my finances in order for the last few years and I couldn't be happier with the attention to detail and overall portfolio performance. He has helped me diversify my investments and simplified my retirement accounts. I appreciate how up front he is about any and all fees as well as what risks I am taking with each investment. Highly highly recommended!
– Dr. M
-
You did an excellent presentation and we couldn’t feel more confident with you and your firms handling of our retirement plans. You made this easy for us and put it in simple and layman’s terms.
– Dani & Frank W.