Unclaimed Profile

Curt Joseph Di Giacomo

GOAL LINE WEALTH MANAGEMENT, INC.·SOLANA BEACH, California

SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFPClean record24 years registeredGOAL LINE WEALTH MANAGEMENT, INC.

674 VIA DE LA VALLE, SOLANA BEACH, CA 92075CRD# 4532439Firm CRD# 305986

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curt Joseph Di Giacomo · SOLANA BEACH, CA

Registration

CRD #4532439 · GOAL LINE WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

GOAL LINE WEALTH MANAGEMENT, INC.

Jan 2020 – present

SOWELL MANAGEMENT SERVICES

Jan 2020 – Jan 2020

Solana Beach, CA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2016 – Jan 2020

SOLANA BEACH, CA

MORGAN STANLEY

Jun 2009 – Sep 2016

SAN DIEGO, CA

CITIGROUP GLOBAL MARKETS INC.

Jul 2002 – Jun 2009

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · July 19, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOAL LINE WEALTH MANAGEMENT, INC.

CRD 305986 · SEC 801-117874

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by GOAL LINE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOAL LINE WEALTH MANAGEMENT, INC. →

Introduction

Speak with Curt

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Curt is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOLANA BEACH?

Browse all registered financial advisors in SOLANA BEACH, California or claim this profile if it's yours.

Browse SOLANA BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Curt Joseph Di Giacomo offer?

Curt Joseph Di Giacomo specializes in Financial Planning, Investment Management. Contact their office in SOLANA BEACH, California for a consultation.

What are Curt Joseph Di Giacomo's credentials?

Curt Joseph Di Giacomo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Curt Joseph Di Giacomo located?

Curt Joseph Di Giacomo is based in SOLANA BEACH, California, working with GOAL LINE WEALTH MANAGEMENT, INC.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.

How does Curt Joseph Di Giacomo charge for services?

Curt Joseph Di Giacomo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOAL LINE WEALTH MANAGEMENT, INC.?

GOAL LINE WEALTH MANAGEMENT, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →