Leading San Jose Wealth Management Firm, Hillis Financial Services, Expands Executive Team with Addition of Henry R. Goldstone, CPA

San Jose, Calif. — January 16, 2014 Hillis Financial Services, a San Jose-based independent wealth management firm with nearly $330 million in brokerage and advisory client assets under management as of January 1, 2014, proudly announces the addition of Henry (“Buddy”) R. Goldstone to its executive team. A long-time strategic partner of Hillis Financial Services, Goldstone has retired as partner at Petrinovich Pugh & Company, LLP where he provided tax planning, business consulting, succession planning, estate planning and financial planning for businesses and individuals since 1985. Goldstone will serve as senior vice president at the firm.

“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

Hillis Financial Services is a San Jose-based independent, personal financial services firm focused on managing the “irreplaceable assets” of its clients, families and individuals, many of whom are small business owners. The firm uses a conservative approach to its proactive client portfolio management, believing that managing downside risk can be more important in today’s economy than seeking upside growth. As independent representatives of LPL Financial, Hillis Financial Services primarily provides unbiased fee-based advice and services including personal financial, retirement, education, tax and estate planning; long-term care, charitable giving as well as risk management. The team has more than 100 years of collective experience in managing portfolios, and many clients have been with the firm’s advisors for more than 30 years. For more information, please visit www.hillisfinancial.com.

Henry Goldstone is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment advisor. Member FINRA/SIPC.


More »
Got a question? Something on your mind? Talk to your community, directly.
Note Article
Just a short thought to get the word out quickly about anything in your neighborhood.
Share something with your neighbors.What's on your mind?What's on your mind?Make an announcement, speak your mind, or sell somethingPost something
See more »