Henry (Buddy) Goldstone is a Certified Public Accountant (CPA) and Senior Vice President at Hillis Financial Services. He has been a strategic partner with Hillis Financial Services since 2004 and joined the firm officially in 2014. Buddy provides expertise in the areas of tax planning, estate and succession planning, and closely held financial business consulting and wealth planning.
Before joining Hillis Financial Services, Buddy was a Partner at Petrinovich Pugh & Company, LLP where he provided tax planning, business consulting, succession planning, estate planning and financial planning for businesses and individuals for nearly 30 years.
Prior to joining Petrinovich Pugh & Company, LLP in 1985, he was the accounting manager at a manufacturing company and a controller for a telecommunications star-tup company. Buddy is also registered as an Investment Advisor Representative with LPL Financial and has a California life insurance license. He is a longstanding member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants.
Buddy received a Bachelor of Science in Business Administration (Accounting) from San Diego State University. Outside of the office he has worked extensively with the Fremont Warm Springs Little League volunteering his time over the years as a Treasurer, Director, Manager and Coach.
Professional Licenses & Certifications
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
- California life insurance agent
- Series: 07 General Securities Representative (held with LPL Financial)
- Series: 66 Investment Advisor Representative (held with LPL Financial)
*Accounting services are not offered by Hillis Financial Services or LPL Financial.