GoalVest Advisory LLC

Ashwini Patil is a financial advisor at GoalVest Advisory LLC with four years of industry experience. He holds a Series 65 credential and has been with GoalVest Advisory since 2018. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm manages a range of investment vehicles and employs fundamental research, quantitative analysis, and modern portfolio theory to build client-specific, long-term portfolios.

Blair Cohen is a financial advisor at GoalVest Advisory LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mizuho Securities USA LLC and Guggenheim Securities, LLC. Cohen serves as an advisory board member of Alervio, a non-investment-related role. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, offering portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term portfolios that often include public equities, fixed income, ETFs, options, and private investments.

Harry Martin is a financial advisor at GoalVest Advisory LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rim Securities LLC and Rochdale Investment Management. GoalVest Advisory LLC serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific investment portfolios.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

Chen Li is a CFA® charterholder with six years of industry experience, currently serving as an advisor at GoalVest Advisory LLC since 2024. Prior to joining GoalVest, Chen worked at Goldman Sachs for five years and has experience with The Ayco Company LP. Outside of finance, Chen has been involved with the United Nations and entrepreneurial ventures such as Anything But Beer. GoalVest Advisory LLC primarily serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build customized long-term portfolios and sponsors private investment funds with performance-based compensation structures.

David Abella is a CFA® charterholder with 30 years of industry experience. He is currently with GoalVest Advisory LLC, where he has worked since 2022, and has a long tenure at Rochdale Investment Management Inc. His credentials also include Series 63 and Series 66 licenses. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build customized long-term portfolios and sponsors private pooled investment vehicles.

Braden De Forge is a financial advisor at GoalVest Advisory LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Plante Moran Financial Advisors and Heidi Washburn State Farm. Outside of his advisory roles, he has experience in other business activities including a venture named Serious Texas BBQ. GoalVest Advisory LLC serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to construct client-specific portfolios, managing discretionary accounts and sponsoring private pooled investment vehicles.