Financial Planning With Care
Who We Are
Most people don't have the time, knowledge, discipline, or desire to manage and grow their wealth. We want to know what's happening in your financial life right now – life changes, grandkids, worry about outliving your money. If it's happening in your life, it should be in your financial plan. Our goal is to help you relax, give you confidence, and create peace of mind, knowing that you're on the right track to meet your goals. This process begins by us understanding you and what services will best serve you.
Our Mission
We want you to be comfortable opening up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions.
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Financial Planning With Care
Meet The Team
Jordan Mangliman
CEO/
Fiduciary Wealth Advisor
Jordan Mangaliman
CEO & Fiduciary Wealth Advisor
Professionally
Jordan Mangaliman is a man of integrity and grit. Whether he's in the gym, on the basketball court, or at home with his wife and daughter Malia, Jordan infuses each moment with unwavering servant leadership and passion.
Jordan is a second-generation Wealth Preservation Specialist. He was fortunate to grow up having witnessed his mother serve as a trailblazer in an industry we refer to today as Wealth Preservation. This set the stage for him at an early age and it has now been over 45 years since his mother first started the family business in 1979. Jordan has been serving his clients for over 13 years and has helped over 1,200 families across the nation spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being and he proudly owns a record free of any consumer complaints. This is a direct results of the core values at GoldLine.
"Our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitudes of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them."
Personally
Jordan's relationship with God and his family are the driving force of his life. His best friend is his lovely wife Giselle and together have a wonderful 8 month old daughter Malia.
Jordan is a proud leader in his home and enjoys creating lifelong memories with his family. He works diligently throughout the week to ensure that his clients remain financially secure. On the weekends the family plans hikes and trips to the beach in California & cheering on the Lakers!
Among his many accomplishments, Jordan has been playing drums for his church choir for over 15 years. His choir has performed for thousands of people in various Christian conferences across Southern California.
He received his Bachelor's Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan's hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan also has a passion for lifting and playing basketball. He plays in competitive men's leagues where his servant leadership brings out the best of his teammates.
Jordan's family has been a pioneer in the Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church's ministry which planted the seed for his leadership positions today. Jordan & his wife Giselle are youth ministry leaders and find fulfillment helping young people find their purpose and getting through hard times. Jordan's family also heads a program of feeding the homeless in greater Los Angeles. Helping those in need is embedded in the DNA of his family and is where they find their true identity of service.
Whether recreationally volunteering in his community or professionally helping his clients secure and preserve their wealth, Jordan's integrity and commitment to service is his life's mission.
Giselle Mangaliman
Chief
Marketing Officer
Giselle Mangaliman
Chief Marketing Officer
Professionally
Giselle Mangaliman serves as the Chief Marketing Officer of GoldLine. One of her key goals within her division is to ensure that clients are aided with easy to understand visual representations of complex financial concepts.
Giselle has been a force in the marketing field for over 14 years and continues to improve her knowledge by studying trends that push marketing forward. Her extensive body of work spans across social media marketing, website design, seminar design, and client brochures and work books. Her work has one goal in mind: to attract the right client while striving for an excellent client educational experience.
Giselle has been a licensed professional for over 8 years which gives her a unique insight to how GoldLine's strategies work and how to best communicate them to our valued clients.She received her Project Management Professional certification from UC Irvine in 2016 and continues to invest in education which has greatly benefited GoldLine as a whole
Personally
Giselle is a proud woman of Faith. Her faith in God and love for her family are the cornerstones of her life. Her and her husband Jordan Mangaliman have been building GoldLine together since 2016 and have devoted their careers to serving clients across the US.
As a new mom to their daughter Malia, Giselle now plans the family's weekend trips and activities in sunny Southern California. Giselle has served as a youth minister at her church for over 6 years and gives her time to improving the life and faith of at-risk youth. Her deep passion for helping those in need is a driving force in her life. She also has aspirations to open a nonprofit foundation for the homeless both in the US and in the Philippines.
Alongside her marketing abilities, Giselle has also coordinated GoldLine's community service projects that have included, Relay for life, Annual Toys For Tots Toy Drive, and Fundraisers for Candlelighters – Childhood Cancer Family Alliance.
Krista Mann
Client
Coordinator
Krista Mann
CEO & Fiduciary Wealth Advisor
Professionally
Krista serves as our Client Coordinator Specialist at GoldLine Wealth Management, where her mission is to provide world-class service and build lifelong relationships with clients. With more than 16 years of experience, she has mastered the art of creating and implementing client processes that keep our clients engaged, supported, and satisfied.
Known for her strengths in organization, project management, and execution, Krista ensures every client receives service that is personal, prompt, and professional. As the first point of contact for scheduling and servicing needs, she brings efficiency and a welcoming presence to every interaction.
Even in high-pressure situations, Krista's calm resilience allows her to deliver the same level of outstanding service no matter the challenge.
"When I work with each and every client, I want to make sure they feel heard, important, and served with a personal touch."
Personally
Krista's greatest joy comes from being a mom to her two sons. A proud sports mom, she can often be found cheering them on at baseball and basketball games, where they both excel at a high level. Her caring and selfless spirit shines through not only in her professional life but also in the way her boys treat those around them.
A true Dodgers fan, Krista and her family proudly root for the Boys in Blue—Go Dodgers!
Thomas Rozman, CFA®, CAIA®
Chief
Investment Officer
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.
Scott Raider
Chief
Compliance Officer
Scott Raider
Chief Compliance Officer
Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.
Michael Mortellaro
Head of
Planning
Michael Mortellaro
Head of Planning
Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.
Jared Hillman
Head of
Trading
Jared Hillman
Head of Trading
Mr. Hillman is responsible for leading the Trading team for Simplicity Wealth. Prior to Simplicity, Mr. Hillman was Head of Trading at Sawtooth Solutions where he led the development and build out of the firm's sleeve-level rebalancing software and helped grow its assets under management from $20 million to over $15 billion. Prior to Sawtooth, Mr. Hillman was an investment analyst, specializing in hedge funds and private equity at Mount Yale Capital Group. Mr. Hillman is Series 65 securities licensed and earned a B.A. from Macalester College.
Paul Tinnirello
Director of
Operations
Paul Tinnirello
Director of Operations
Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.
