David Goldstein

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David is the Chief Executive Officer and Chief Investment Officer of Kalorama Wealth Strategies, LLC, a fee-only investment advisory and financial planning firm focused on the needs of members and allies of the DC Metro area gay and lesbian community.

With more than 15 years experience in the financial services industry, David is uniquely qualified to advise individuals regarding their investments and financial planning matters. He is a CERTIFIED FINANCIAL PLANNER (CFP)TM professional and a member of the Financial Planning Association and Chartered Financial Analyst (CFA) charter holder, with membership in the CFA Institute and the CFA Society of Washington, D.C.

Since 1999, David has been an adjunct professor in the Department of Finance and Real Estate in the Kogod School of Business Administration at the American University. Teaching assignments have included an under-graduate personal finance course, as well as graduate and under-graduate courses in real estate principles and investments.

David frequently volunteers for Metro DC GLBT non-profit organizations through Burgundy Crescent Volunteers, including One In Ten, Gay Men?s Chorus, Food and Friends, Mautner Project, Equality Maryland, and HRC. He also helps The DC Center?s Elder Think Tank with its GLBT Financial Education Series including retirement planning, insurance, real estate, and estate planning.

davidgoldstein1.jpg 2 months ago
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