GOULART PARTNERS - Key Persons

Manny Goulart - President

Job Titles:
  • Financial Advisor
  • President
  • Representative
  • President of Goulart Partners Retirement
Manny is a Financial Advisor Representative and holds 6, 63, and Series 65 registrations. He is also an Accredited Investment Fiduciary® (AIF®). His expertise includes ERISA Fiduciary "best practices," employee education services, investment due diligence and vendor benchmarking. Goulart Partners' clients include professional service firms, technology companies, manufacturers, logistics firms, Insurance Brokerage firms and Non-Profits. Manny Goulart is President of Goulart Partners Retirement and Financial Services based in San Ramon, California. Goulart Partners primarily focuses on Retirement Plans. The firm assists with non-profits and companies to increase participation, reduce costs, improve and review current investment option plans. Manny and his associates have helped plan sponsors of all sizes. Manny's firm represents small to mid-sized companies with an emphasis on custom design and implementation. For almost three decades, Manny has been in the financial industry centering on 401k's.