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William M
CFP®, Series 63
Holly Springs, NC
OSAIC
William Mcgoldrick Sr. is a CFP®-certified financial advisor with over 32 years of industry experience. He is currently with OSAIC, having joined the firm in 2024. Prior to this, he worked at Triad Advisors, Inc. for 26 years and Wealth And Pension Services Group Inc. for four years. He also owns and operates Mcgoldrick & Company, CPA, which provides tax preparation and planning services. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, retirement plan consulting, and alternative investments. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various analytical tools and discretionary management options.
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