We believe that investments should be based upon clearly defined goals. Our job is to help clarify and understand your goals, identify the obstacles that stand in the way of accomplishing them, and keep you well informed of your financial progress every step of the way.
Setting goals is the first step in
turning the invisible into the visible.
We work not only as your financial advisor but more importantly as your family Chief Financial Officer (CFO). Call us with any question that involves a dollar and we will guide and direct you to the answer. Our goal is to make each client feel as though they are our only client.
These 3 guiding principles help ensure our clients receive unwavering support, expert guidance, and thoughtful care toward the accomplishment of their unique goals and financial future.
We promote a relationship where you can confidently trust your financial advisor’s guidance, knowing they are dedicated to excellence and genuinely care about securing your financial future.
At Goal Line Wealth, we believe it’s imperative that you can say YES to these three questions.
Simply put… If you cannot answer “Yes” to the below questions about your current situation, please consider working with our firm. We are here to help. We offer a no-cost initial consultation.
After retiring from the NFL and recognizing the need for knowledgeable financial advice, Curt DiGiacomo took it upon himself to bridge the gap and completed the prestigious accredited designation programs outlined below through the College for Financial Planning, The Wharton School of the University of Pennsylvania, and The University of Chicago Booth School of Business. Certification matters and becoming a client of Goal Line Wealth means that you are joining an organization committed to helping you thoughtfully attain your goals and get you across the finish line.
I know what it feels like to be a client on the other side of the table. I was once there as a professional athlete searching for a financial advisor who could help guide me, trying to figure out what qualities, credentials, and experience a financial advisor should have.
Just about anyone can call themselves generic names like financial advisor or financial planner. The barriers of entry into the financial industry are low. There are hundreds of financial industry designations and very few of them are accredited. We believe that designations through “accredited” certification entities matter because they help ensure that a designation holder has been thoroughly tested on subject matter knowledge.
Motivated by an unwavering commitment to excellence, Curt has made substantial investments in comprehensive professional training to emerge as one of the most knowledgeable, skilled, and credentialed advisors in the industry. With three advanced certifications as a Certified Financial Planner® professional, a Certified Investment Management Analyst® , and a Certified Private Wealth Advisor®, Curt’s extensive expertise provides the assurance you seek, ensuring he can adeptly handle your financial needs, from the straightforward to the complex.
At Goal Line Wealth, we are dedicated to your financial well-being. Expect a collaborative, transparent, and supportive partnership that empowers you to achieve your financial goals with confidence.
Goal Line Wealth stands apart because our commitment goes beyond numbers; it’s about your goals and aspirations. We provide holistic, goal-based financial planning and investment management, helping you create effective strategies to reach your short and long-term financial goals.
Let us help you bring your financial future across the finish line.
Take a quick Risk Assessment to find out.
Determining how comfortable you are with risk is an important first step toward creating an investment strategy that aligns with your financial goals. Often, one’s current portfolio risk and risk tolerance are not aligned. Let’s see where you land.
Goal Line Wealth Management is a Goal-Based investment management and financial planning firm located in Solana Beach, California whose mission is to guide clients in building a strong financial future based on their unique goals. For those seeking a goal-based financial advisor, Goal Line Wealth takes the time to create personalized financial plans that align with your short and long-term goals.
101 N Acacia Avenue
Suite 103
Solana Beach, CA 92075
858-457-0606
Goal Line Wealth is an investment adviser located in Solana Beach, CA. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet.
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