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Financial Professional

Stefani Goldman

Stefani Goldman is a financial professional serving individuals and families in Sherman Oaks, California, trained and supported by The Miliare Group. They provide complimentary financial guidance to help with budgeting, insurance planning, retirement strategies, college funding, legacy planning, long-term care, and business solutions—focused on clarity, confidence, and informed decision-making.

Stefani is a Los Angles native.  She is a mother of two adult children. Stefani is an established professional and entrepreneur.  She  has served hundreds of clients over her 30 year career. Stefani Goldman holds a Doctorate of Law and degrees in Economics and Finance University of Southern California and 4 professional licenses.

Stefani is 100% engaged  financial services where she enjoys helping clients and her team build their dream life full of what matters most to them. She educates and helps clients as a Registered Investment Advisor with Investing , Life insurance, retirement;  money and legacy matters.

Clients appreciate Stefani’s unconditional empathetic approach. Her team deeply values her mentorship, genuine care for others, and unwavering commitment to helping people grow both personally and professionally.

Stefani started on her own at 16 after losing her father and was the first person in her family to graduate college. After putting herself through college and law school, Stefani started a career in real estate and purchased the first of multiple investments and properties at 26. In 1997, KB Home, was the first Fortune 500 Company to hire  her where she established her career, closed over $100M in investments and built over 2500 homes.

After many  positions building up fortunes for other companies, in 2008, she became a full time entrepreneur founded a successful female-minority owned construction business. In 2017,  Stefani joined an established financial services firm where she serves client with her national team.

Doctorate of Law J.D. from the University of Southern California.
Economics, Finance B.S., Cum Laude graduate, CSUN
Registered Investment Advisor
Life Health Accident Licensed in 20 states

General Building Contractor – B
LEED Certified “green” builder”
Letter of commendation, City of Los Angeles, CA- renamed Abbot Kinney Blvd, Venice, CA
Bamboo Living: Two Green Bamboo Homes Up In Two Days https://youtu.be/ZNt3WaGWluw

Trusted Providers

Leading Financial & Insurance Providers

The Miliare Group works with nearly 200 of the nation’s leading financial services and insurance providers.

This broad network allows our consultants to help individuals, families, and business owners find solutions across insurance, retirement planning, college funding, legacy strategies, long-term care, and business protection—without being limited to a single company or product.

Real-Word Financial Products

We pair education with practical tools to solve real financial challenges. Clients see clear comparisons and plain- English explanations before choosing solutions that fit their goals and budget

Insurance

The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled.

Retirement Strategies

A key to any financial strategy is preparing for retirement. You’ll be able to offer people a variety of options to help them prepare for their leisure years.

College Funding

Whether preparing to send the first – or fifth – child to college, many families can benefit from the help of a financial professional.

Legacy Strategies

Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended.

Long -Term Care

A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future

Business Solutions

Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. 

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SIX STEPS TO FINANCIAL INDEPENDENCE

Charting your Financial Future begins with these Six Core Concepts

Contact me today to look at your individual circumstances and see where you are with the Six Steps to Financial Independence.

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Cash Flow

Proper Protection

Debt Managment

Build Wealth

Emergency Fund

Preserve Wealth

Building wealth, creating futures.

Trusted financial consulting firm providing expert guidance and personalized solutions to help clients unlock their full financial potential.
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A Client-First Approach

The Miliare Group is committed to education, transparency, and personalized guidance. Our consultants take the time to understand each client’s goals and help them explore financial and insurance solutions designed to support long-term stability and peace of mind.

What Clients Are Saying

Helping Families Make Confident Financial Decisions


1
★★★★★
We were impressed by how quickly the fraud detection tools flagged suspicious transactions. The insights were clear, actionable, and helped us prevent potential financial loss.”
2
★★★★★
“With their proactive tax strategies, our family significantly reduced liabilities and created a smarter path toward long-term wealth.”