Insights

ZRC Expands Wealth Advisor Team with Kevin Goulding CFP®

Press Release

ZRC Wealth Management, LLC Expands Wealth Advisor Team with Veteran Financial Executive, Kevin Goulding CFP®

Santa Rosa and Walnut Creek, Calif. – June 1, 2021 – ZRC Wealth Management, LLC, a leading independent wealth management firm with offices in Sonoma and Contra Costa Counties, has announced that Kevin Goulding CFP® has joined the firm as a Wealth Advisor.

About Kevin Goulding CFP®

Kevin is a veteran finance executive with more than 35 years’ experience in corporate and personal finance who finds tremendous satisfaction in helping his clients achieve their financial goals based on the intimate knowledge of their needs.

Prior to joining ZRC Wealth Management in 2021, Kevin was a Wealth Advisor with Jacobsen Wealth Management in Napa. Before that, he held a number of executive and finance positions with firms including semi-conductor manufacturer GLOBALFOUNDRIES, luxury bottle maker Saverglass and travel guidebook company Lonely Planet Publications, among others.

“We are beyond thrilled Kevin has joined the ZRC wealth team! He has great mix of life and professional experiences that will really help expertly guide our clients,” says Barry Mendelson, CFP® – Wealth Advisor & Managing Partner.

Kevin earned an undergraduate degree in Psychology with a minor in business from California State University, Sacramento and an MBA in Finance & Accounting from the University of California, Davis. In addition, he earned a Certificate in Personal Financial Planning from the University of California Berkeley Extension and passed the Certified Financial Planner (CFP®) exam.

Kevin calls Petaluma home and enjoys its strong sense of community. He loves hiking and you can often find him on one of the many beautiful trails in the area.

About ZRC Wealth Management, LLC

Founded in 1999, ZRC Wealth Management is a fee-only Northern California-based Registered Investment Advisor that provides comprehensive wealth management to discerning individuals, families, and companies across the United States. A dedicated team of professionals at ZRC delivers investment management and financial planning, including retirement, estate/wealth transfer, income tax and charitable giving strategies. Today ZRC Wealth Management serves clients in 15 states and two foreign countries. These clients have entrusted ZRC with more than $250 million of their assets to manage.

As an independent and privately held firm – ZRC helps clients grow, manage, and protect their wealth. As a Fiduciary, the company is legally and ethically bound to putting its clients’ best interests first. ZRC is fee-only – meaning it is solely compensated by its clients – reducing conflicts of interest and aligning client goals with that of the firm. The firm has offices in Santa Rosa and Walnut Creek.

Contact:

Barry Mendelson

(707) 524-6131

barry@zrcwm.com