Asha Tangri Goldstein, CFP®
WEALTH ADVISER & PARTNER

My Mission

I work diligently to understand my client’s financial goals and create custom solutions to help achieve them. Through a holistic approach, I work closely with attorneys, accountants and other professionals to provide a white glove experience so that my clients can focus on other priorities.

Education

  • Bachelor’s degree in Finance from DePaul University
  • CERTIFIED FINANCIAL PLANNER™ professional

Accomplishments

    • Forbes Magazine’s 2021 America’s Top Women Wealth Advisors
    • Forbes Magazine’s 2020 America’s Top Women Wealth Advisor
    • Forbes Magazine’s 2019 Best-In-State Next-Gen Wealth Advisor
    • Working Mother Magazine’s 2020 Top Wealth Advisor Mom
    • Working Mother Magazine’s 2019 Top Wealth Advisor Mom

Specializations

  • Asset allocation and investments
  • Tax strategies
  • Charitable giving
  • Estate planning
  • Life insurance and annuities
  • Complex financial strategies and planning

About Asha

Asha is a Wealth Adviser and Partner on the Vivaldi Capital Management team. She provides comprehensive financial advice and solutions to high-net-worth individuals and their families. This encompasses working closely with clients to identify their personal financial needs and long-term goals, creating a customized investment strategy and financial plan. Prior to joining Vivaldi Capital Management, Asha was a Managing Director at Cedar Hill Associates where she developed customized wealth management solutions. Her previous experience includes being a Vice President at Citi Private Bank, working with Ultra-High Net Worth individuals and families, and for Merrill Lynch as part of its wealth management advisory team. She earned her bachelor’s degree in Finance from DePaul University. She is a member of the Chicago Estate Planning Council and is a CERTIFIED FINANCIAL PLANNER™ professional. Asha was named Forbes Magazine’s 2021 Best-In-State Next-Gen Wealth Advisor as well as a 2021 Top Wealth Advisor Mom as recognized by Working Mother Magazine.

Asha’s Interests

Adviser News & Views

Mar 24, 2021

Vivaldi Capital Management Advisor Asha Tangri Goldstein Ranks Among America’s Top Women Advisor’s 2021

APR 30, 2020

Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2020 List of America’s Top Women Wealth Advisors

OCT 09, 2019

Vivaldi Capital Management Advisor Asha Tangri Goldstein Named Best-In-State Next-Gen Wealth Advisor, 2019 Top Wealth Advisor Mom

Resources Recommended by Asha

Contact

Asha Tangri Goldstein, CFP®

WEALTH ADVISER & PARTNER

Vivaldi Capital Management Chicago
225 W. Wacker Drive
Suite #2100
Chicago, IL 60606

P: 312.248.8300