Goleta, CA Office
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The Goodland Group
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Firm-wide stats for The Goodland Group
About
The firm serves individual and high‑net‑worth clients, offering discretionary portfolio management, one‑time and ongoing comprehensive financial planning, retirement‑account advice, and project or hourly engagements. It implements tailored investment policy statements and typically recommends mutual funds and exchange‑traded funds while facilitating implementation through outside managers and custodial platforms.
The firm emphasizes a passive investment approach focused on diversified, asset‑class driven allocations and tax considerations, and it generally manages accounts on a discretionary basis with periodic reviews and IPS updates. It also uses third‑party managers and sub‑advisors for implementation and provides both fixed‑fee and hourly planning structures, including a 12‑month ongoing planning model with monitoring and follow‑up.
Noteworthy differences from many peers include a structured program of educational seminars, workshops, and paid speaking engagements (some offered pro bono) that are presented as strictly educational rather than sales events—an uncommon service among similar firms. The firm also provides consulting services to financial‑technology companies and offers a Washington‑specific ongoing planning option, making its mix of public education and fintech advisory work atypical for a firm of its size.
Based on The Goodland Group
Expertise
Based on The Goodland Group
Location
Goleta CA
Advisors at this office
3
Advisors at this office
Natalie T
CFP®, TPCP®
Goleta, CA
The Goodland Group
Natalie draws on 20+ years of comprehensive financial planning experience, 10+ years in fintech, and more than a decade of professional speaking to share advice that works in real life, not just on paper. She founded The Goodland Group to serve mid-career professionals with significant equity compensation (stock options and RSUs) at both public and private VC-backed companies. Natalie and her team of financial planners help clients who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around equity compensation, taxes, investment strategy, insurance, and career changes. They’re often making more than they ever have before, and are looking for a thought partner to navigate all of the decisions ahead as they move beyond the basics of building an emergency fund, paying off high interest debt, and investing in their 401(k).
Miranda B
CFP®, Series 65
Goleta, CA
The Goodland Group
Miranda Bergemann is a CFP® professional with six years of industry experience, currently serving at The Goodland Group. She has previously worked at Brighton Jones LLC and held roles at Charles Schwab, Morgan Stanley, and Professional Financial Specialists, Inc. The Goodland Group serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning with a focus on passive, asset-class driven allocations. The firm provides educational seminars and fintech consulting services alongside its investment management and planning offerings.
Cynthia H
CFP®, Series 65
Goleta, CA
The Goodland Group
Cynthia Hall is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked with firms including Northwestern Mutual and LearnLux Inc. Her background includes roles in financial planning and consulting services. She is part of The Goodland Group, a team of four advisors serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a passive, asset-allocation strategy using diversified portfolios and integrates third-party platforms and sub-advisors. The Goodland Group is also known for its public education programs and fintech consulting services alongside its advisory work.
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