GoTo Financial

GoTo Financial was founded by Ian Goldey a financial veteran with 20 years experience, 13 with major wirehouses and 7 as an RIA. Mr. Goldey formed GoTo Financial to address the disconnect between clients and professionals and create an environment conducive to cooperation and benefit to all involved. Mr. Goldey has held the title of Senior VP and Senior Portfolio Manager and is uniquely qualified to understanding the needs of traders and professionals empowered with making the decisions before pushing the button. He has been instrumental in the improvements of back office systems for trading and other systems having served on the technology committee for all three financial firms that he has been affiliated (Smith Barney, UBS Financial, Charles Schwab Inc). Having started multiple companies and filed his first patent at age 11 he is a passionate supporter of the Entrepreneur and the hard working individuals that have made our country great. A great believer in balance between work, community and family Ian has actively participated in multiple charities, while also be a gardening maven, coach, and volunteer for those in need. Adam Meyers has a passion for finance and taking care of people, having had successful careers as a College Unit Director with Northwestern Mutual and Private Banker with JP Morgan Chase Private Client. Adam focuses his work on individuals and families using the Financial Concierge Model. He is the Go-To person in a clients' financial life. A lifelong Californian, he lives in Ventura with his wife Heather, daughters Alanna, Karra and Devin, and their dog, Lucy. Even with a busy family and career, Adam has also found time to give back to the community. He has volunteered his time to foster children in Ventura County as a Court Appointed Special Advocate and separately for Ventura Charter School. Adam holds a Bachelor Degree in Business Management. RIA In a Box is our 3rd party vendor that assists us with compliance and other regulatory concerns that govern our financial industry. Comprised of veterans within their respective field they help make all our Advisors compliant in an ever changing regulatory world. Fiduciary -"A professional who offers transparent advice and always puts the client's interest first".