Local Voices
Leading San Jose Wealth Management Firm, Hillis Financial Services, Expands Executive Team with Addition of Henry R. Goldstone, CPA
“With Hillis Financial Services’ strong focus on trust, transparency and exceptional service, I look forward to joining Jack Hillis and Caroline Delaney in their mission to help protect clients’ irreplaceable assets,” said Goldstone. “My strong tax and business consulting background, along with Hillis and Delaney’s more than 70 years of wealth management experience, creates a great synergy for both the firm’s current clients as well as my own.”
Goldstone’s areas of expertise include tax and business planning, income and estate tax planning, business valuations, business succession planning, asset allocation analysis and more. In addition to his previous role at Petrinovich Pugh & Company, Goldstone served as principal with Financial Planning Consultants, LLC in San Jose which provides consulting and investment management services. At the beginning of his career, he was the accounting manager at a manufacturing company and a controller for a telecommunications startup company. Goldstone has a degree in Accounting from San Diego State University and holds FINRA Series 7 and 66 Certifications with LPL Financial.
“We are thrilled to welcome our good friend and strategic partner, Henry Goldstone, to our team. His financial skillset and extensive industry experience are an outstanding addition to our firm and our most important focus: our clients,” said Jack Hillis, president of Hillis Financial Services. “His professional background confirms that he shares the talent and dedication to client service that the rest of our team possesses.”
About Hillis Financial Services
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Henry Goldstone is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment advisor. Member FINRA/SIPC.