ABOUT US

Our Team

From Athlete to Advisor

After retiring from the NFL, Curt DiGiacomo sought prudent financial management for his savings but struggled to find a thoughtful advisor willing to offer knowledgeable advice based on his unique goals. Instead, he found advisors who quickly wanted to invest his money with very little planning and move on to the next. Curt decided to invest in his financial planning and investment education and over a three year period completed the Certified Financial Planner®Professional training program.
Goal Line Wealth later emerged to fulfill Curt’s vision of assisting others in the way he wished he had received. Just as in football, where a game plan is executed through thoughtful play selection with the objective of crossing the goal line and reaching the end zone, Goal Line Wealth Management channels that winning mentality by helping  clients create thoughtful financial plans and investment strategies that align with their unique goals.

Coaches have to watch for what they don't want to see and listen for what they don't want to hear.

Curt J. DiGiacomo, CFP®, CIMA®, CPWA®

Founding Partner / Senior Financial Advisor

Curt, a San Diego native, transitioned from a successful career in professional football with the Chargers and Chiefs to pursue his passion for finance. After retiring, he earned advanced certifications and became a goal-centric financial planner and investment manager. With over two decades of experience, Curt specializes in crafting comprehensive financial strategies that guide families and small business owners toward security and financial independence.

Now residing in North County San Diego with his wife and two young girls, they stay busy with the girls’ travel sports, bike riding and going to the beach. Actively involved in their church, Curt and his wife support various children’s nonprofits and maintain a close-knit circle of friends.

As a member of the University of Arizona Alumni and Letter Winner’s associations, the Investments and Wealth Institute, and the NFL Players Association, Curt’s commitment to excellence and genuine care for his clients make him a trusted advisor and family CFO. In his free time, Curt enjoys spending time with his family and friends, taking getaways to warm climates in the summer and ski resorts in the winter and remains an avid football fan.

 

 

Our Trusted Partners

Daily, Goal Line Wealth Management works hand-in-hand with Little Rock, Arkansas’s Sowell Management. Behind the scenes, Sowell Management’s 35 person team provides Goal Line Wealth Management with back-office services, state-of-the-art technology and administrative support.

Charles Schwab is one of the nation’s largest financial services custodians. They provide Goal Line Wealth Management with a diverse range of investment products and services. This collaboration empowers us to provide our clients with effective tools and resources that significantly contribute to the achievement of their financial goals.

Who We're Here For

We help you increase and protect wealth by providing timely advice and quality services, with the highest level of integrity. With our goal-based approach, we emphasize the importance of investing with clearly defined financial goals. We take the time to understand your financial situation and help identify your goals and proactively identify potential obstacles that could stand in the way of reaching your goals.

Today I will do what others won't, so tomorrow I can accomplish what others can't.

Approaching/
In Retirement

For individuals and families approaching or already in retirement, Goal Line Wealth Management provides goal-based, Holistic Financial Planning with a tenured Certified Financial Planner. Having an experienced guide to help navigate the complexities of managing finances during this life stage is crucial. Services include retirement income planning, investment strategies to preserve and grow wealth, tax-efficient withdrawal strategies, and estate planning to ensure a comfortable and secure retirement.

Business Owners

Self-employed business owners face unique financial challenges, from managing cash flow to planning for retirement without the traditional employer benefits. Goal Line Wealth helps business owners create a comprehensive financial plan, addressing business and personal finances. This includes tax strategies, retirement planning through vehicles like SEP IRAs or solo 401(k)s, risk management, and succession planning to ensure the long-term success of the business.

Corporate Executives

Corporate executives often have complex financial situations, including stock options, executive compensation packages, and benefit plans. Goal Line Wealth helps you optimize compensation, diversify concentrated stock positions, navigate tax implications, and plan for long-term financial goals. Tailored advice includes wealth preservation, investment strategies, and estate planning to align with your unique financial needs and aspirations.

Medical Professionals

Medical professionals often face distinctive financial challenges due to the length of their education, high earning potential, and unique tax considerations. Goal Line Wealth Management works with medical professionals to help them manage student loan debt, implement tax-efficient strategies, plan for practice ownership or partnership, and create retirement plans that align with their professional and personal goals. Our goal is to help medical professionals build and protect wealth while addressing the specific financial intricacies of their profession.

You Deserve the Best -
Why Certifications Matter

Motivated by an unwavering commitment to excellence, Curt has invested significantly in extensive professional training to become one of the most knowledgeable, skilled, and credentialed advisor in the financial industry.

 

Holding three advanced certifications as a Certified Financial Planner®, a Certified Investment Management Analyst®, and a Certified Private Wealth Advisor®, Curt’s breadth of expertise serves to instill confidence that he can skillfully guide your financial needs, no matter the complexity.

Curt places great importance on building strong client relationships and dedicating time to thoroughly understand the unique priorities of each individual. Recognized as a passionate, thorough, and thoughtful advisor, he has built a reputation for integrity, tenacity, and a commitment to going above and beyond to do what is right for his clients.

Certified Financial Planner® (CFP)

A Certified Financial Planner® (CFP®) is a financial advisor recognized for their expertise in crafting and analyzing personal long-term financial strategies. To achieve this certification, they undergo extensive training, completing hundreds of hours of rigorous courses encompassing key areas such as investment, retirement and estate planning strategies, income tax analysis, employee benefits, and risk management. The culmination of this training is a thorough 10-hour comprehensive examination administered by the standards set by the Certified Financial Planner™ Board of Standards.

Certified Investment Management Analyst® (CIMA)

CIMA® professionals stand as elite advisors, adept at applying advanced investment theory and seamlessly integrating a sophisticated body of investment knowledge. Their expertise enables them to guide clients in making prudent investment decisions, offering objective and transparent advice to those they serve. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant and the only financial services credential in the U.S. to have met an international standard for personnel certification (ISO 17024) and earned accreditation by American National Standards Institute.

Certified Private Wealth Advisor® (CPWA)

The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated, high-net-worth clients through the life cycle of wealth: accumulation, preservation, and distribution. Recognizing that high-net-worth individuals require unique services, the Certified Private Wealth Advisor® (CPWA®) certification program has been specifically tailored for wealth managers catering to these specific clients. Certified individuals undergo specialized training to identify and analyze challenges faced by high-net-worth individuals. They learn to develop targeted strategies that minimize taxes, monetize and protect assets, maximize growth, and facilitate the seamless transfer of wealth.