M. David Goldstein, CFA, CFPTM
Chief Executive Officer and Chief Investment Officer
David is the Chief Executive Officer and Chief Investment Officer of Kalorama Wealth Strategies, LLC. After many years advising business owners and financial advisors, David now provides his financial services expertise to individual clients. His mission is to help professionals, business owners, and their families achieve greater financial security and independence through a long-term relationship based on trust and confidence.
David began offering investment advisory and financial planning services in 2005. Prior to this, he had more than 20 years experience in the financial services and real estate industries. He has provided investment management consulting services to Registered Investment Advisers by helping them with business development, asset allocation and portfolio construction, and investment analysis and selection. He was a Director with a national industry association where he advised financial executives of publicly traded companies regarding their financial reporting and disclosure matters. Before working with the association, he established an investment research department for a Registered Investment Adviser that manages investment portfolios for institutions and high-net-worth individuals. He was also an investment analyst with a Dow Jones Newswire, where he published research on public companies in a variety of industries.
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, as well as a Chartered Financial Analyst (CFA) charter holder with membership in the CFA Institute and the CFA Society of Washington, D.C. He was formerly a Certified Public Accountant (CPA) licensed in the State of Maryland.
David also 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 received a Master of Science in Accounting from the American University and a Bachelor of Science in Business Administration from Towson University.
A resident of the Washington, D.C. area since 1972, David now lives in the District where he takes advantage of the city's offerings by enjoying its architecture, museums, and theatres. You may also find him volunteering with various non-profit organizations.
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