Our Team

Meet Our Team

Our team is dedicated to providing families and business owners assistance in building their financial freedom. With our skills, knowledge and experience, it is our goal to become a lifetime resource for each and every client.

John Goldman, Certified Financial Planner with MetLife in Elmira, NY

 

John Goldman, CFP®, ChFC, MBA

Financial Services Executive

Special Needs Planner

 

 

Personal Background

John has resided in Elmira, NY for over 30 years. He is a graduate of Bucknell University and received his MBA from Harvard University. John is a member of various community organizations such as Elmira Rotary Club, Elmira Torch Club, and Congregation Kol Ami. He currently sits on the Board of Directors for The Elmira Rotary Club Charitable Fund, and is the Vice President of the Cayuta Lake Property Owners Association. For leisure, John enjoys barefoot water skiing, sailing, gardening, and woodworking.

Designations & Certifications

  • Licensed to sell Life & Health Insurance in NY, PA, VA, MD, NC and FL,
  • Investment Advisor Representative
  • Registered Representative 
  • CERTIFIED FINANCIAL PLANNER(TM) certificant (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • NYS Long Term Care Partnership Certified  

   

Elizabeth Walton, Financial Services Executive with MetLife , in Elmira, NY

 

Elizabeth S. Walton, LUTCF, CLTC

Financial Services Executive

 

 

 

Personal Background

Liz has resided in Elmira, NY for over 30 years. John and Liz are parents of two children. Liz is a graduate of Wellesley College, and a Board Member of the American Association of University Women (AAUW), Local Chapter. She is the Founding Member of the Corning Professional Women’s Forum and has presided or sat on the Boards of the Corning Children Center and the Orchestra of the Southern Finger Lakes.

Designations & Certifications

  • Licensed to sell Life & Health Insurance in NY and PA
  • Investment Advisor Representative
  • Registered Representative
  • Transition Solutions Specialist
  • Deliver the Promise Specialist
  • NYS Long Term Care Partnership Certified
  • Certified in Long Term Care (CLTC)
  • Life Underwriting Training Council Fellow (LUTCF)

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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