Welcome to Goldstein Munger + Associates

About Us

Goldstein Munger + Associates is a wealth management and advisory firm.  Our mission is to add value to our clients’ lives by helping them make sound financial decisions.  We do this by guiding them through a process of identifying how they want to live and advise them on strategies for accomplishing their life goals.  The wealth planning process involves the continuous monitoring of changes in the lives of our clients and then revising strategies to accommodate those changes. 

We bring to bear the best thinking from the in-depth and broad expertise of our own advisors and that of other carefully screened and selected top specialists to develop customized strategies and their implementation. 

Our advisors and staff are known for applying the same caring values to our clients that we apply to our own families.  We get to know our clients on a personal level so we can understand their true hopes and dreams for how they want to live their lives.  We want to be continuously making a positive difference in the lives of our clients.

18 Crow Canyon Court, Suite 250, San Ramon, CA 94583-1669
Phone: (925) 552-1400   Fax: (925) 552-8205   Email: gma-inquiries@GoldsteinMunger.com