Advisor at Goal Line Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Goal Line Wealth Management, Inc.
Location
Solana Beach, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Curt Di Giacomo is a CFP®-certified financial advisor with 23 years of industry experience, currently serving as the sole advisor at Goal Line Wealth Management, Inc. His prior roles include positions at Sowell Management, Wells Fargo Advisors Financial Network, and Morgan Stanley. In addition to his advisory work, Di Giacomo is a licensed insurance agent and a notary public. Goal Line Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and managed-account services. The firm also advises pension and profit-sharing plan clients, employing tailored investment strategies reviewed quarterly and utilizing custodial relationships primarily with Schwab.
Based on Goal Line Wealth Management, Inc.
Fixed fees for financial planning projects ranging from $1,000 to $10,000 per project, negotiable
Up to 2% annually, charged monthly in advance, negotiable and based on asset size and complexity
Commission-based fees may arise from insurance products sold by the owner as an insurance agent, but not from advisory services
Hourly financial planning fees ranging from $350 to $500 per hour, negotiable
Fee-only: Asset management fees based on assets under management, no commissions received by GLWM or representatives
Solana Beach, CA
California · Texas
Sowell Management
2020 - Present (6 years)
Goal Line Wealth Management, Inc.
2020 - Present (6 years)
Wells Fargo Advisors
2016 - 2020 (4 years)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley Smith Barney
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Series 65
Carlsbad, CA
O'Reilly Wealth Advisors
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Series 63, Series 65
Rancho Santa Fe, CA
Leedom Asset Management, Inc.
Series 65
Poway, CA
Engineering Financial Independence, Inc.
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")