Jeffrey Golden

Certified Financial Planner® Professional

Jeffrey Golden is a CERTIFIED FINANCIAL PLANNER® Licensee and an experienced wealth advisor. He has been a member of the Circle Advisers team for over 15 years. Jeff is Circle’s resident expert on issues affecting retirees and those who are approaching retirement, such as the timing of claiming Social Security benefits.  Furthermore, Jeff helps households figure out whether or not they have enough money for retirement and how to do the actual retirement transition including the coordination of retirement account liquidations and brokerage account liquidations to sustain retirement spending. Jeff is a member of Circle’s investment committee and has an expertise in municipal bonds.  He is also the primary author of Circle’s semi-annual and periodic newsletters.

Prior to joining Circle Advisers, Jeff was an advisor for L. J. Altfest & Co.  He previously held a position in a broker-dealer that his father co-founded specializing in municipal bonds.

Jeff graduated from Emory University with a BBA in Finance.  He is also a graduate of the New York University’s Financial Planning Program. He is a member of the New York Financial Planning Association and has addressed various public and professional groups on topical financial and investment planning subjects. Jeff, his wife Hindi, and their two children currently live in Wayne, New Jersey.