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Jordan Mangaliman

"My mission is to educate my clients with financial strategies that actually work, so that they can enjoy retirement stress free with income for life."

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Jordan Mangaliman

Owner // Advisor

Professionally

Jordan Mangaliman  is a man of integrity and grit. Whether he's in the gym, on the basketball court, or at home with his wife and daughter Malia, Jordan infuses each moment with unwavering servant leadership and passion.

Jordan is a second-generation Wealth Preservation Specialist. He was fortunate to grow up having witnessed his mother serve as a trailblazer in an industry we refer to today as Wealth Preservation. This set the stage for him at an early age and it has now been over 45 years since his mother first started the family business in 1979. Jordan has been serving his clients for over 13 years and has helped over 1,200 families across the nation spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being and he proudly owns a record free of any consumer complaints. This is a direct results of the core values at GoldLine Financial.

“Our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitudes of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”

Personally

Jordan’s relationship with God and his family are the driving force of his life. His best friend is his lovely wife Giselle and together have a wonderful 8 month old daughter Malia.

Jordan is a proud leader in his home and enjoys creating lifelong memories with his family. He works diligently throughout the week to ensure that his clients remain financially secure. On the weekends the family plans hikes and trips to the beach in California & cheering on the Lakers!
Among his many accomplishments, Jordan has been playing drums for his church choir for over 15 years. His choir has performed for thousands of people in various Christian conferences across Southern California.

He received his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan also has a passion for lifting and playing basketball. He plays in competitive men’s leagues where his servant leadership brings out the best of his teammates.

Jordan’s family has been a pioneer in the Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today. Jordan & his wife Giselle are youth ministry leaders and find fulfillment helping young people find their purpose and getting through hard times. Jordan’s family also heads a program of feeding the homeless in greater Los Angeles. Helping those in need is embedded in the DNA of his family and is where they find their true identity of service.  

Whether recreationally volunteering in his community or professionally helping his clients secure and preserve their wealth, Jordan’s integrity and commitment to service is his life’s mission.

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Jordan Mangaliman

Owner // Advisor

"My passion is to help people secure their future to enjoy retirement without a worry, and build their wealth that lasts generations!"

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Giselle Mangaliman

Chief Marketing Officer

Professional

Giselle Mangaliman serves as the Chief Marketing Officer of GoldLine Financial. One of her key goals within her division is to ensure that  clients are aided with easy to understand visual representations of complex financial concepts.

Giselle has been a force in the marketing field for over 14 years and continues to improve her knowledge by  studying trends that push marketing forward. Her extensive body of work spans across social media marketing, website design, seminar design, and client brochures and work books. Her work has one goal in mind: to attract the right client while striving for an excellent client educational experience.  

Giselle  has been a licensed professional for over 8 years which gives her a unique insight to how GoldLine Financial’s strategies work and how to best communicate them to our valued clients.She received her Project Management Professional certification from UC Irvine in 2016 and continues to invest in education which has greatly benefited GoldLine Financial as a whole

Personally

Giselle is a proud woman of Faith. Her faith in God and love for her family are the cornerstones of her life. Her and her husband Jordan Mangaliman have been building GoldLine Financial together since 2016 and have devoted their careers to serving clients across the US.

As a new mom to their daughter Malia, Giselle now plans the family’s weekend trips and activities in sunny Southern California. Giselle has served as a youth minister at her church for over 6 years and gives her time to improving the life and faith of at-risk youth. Her deep passion for helping those in need is a driving force in her life. She  also has  aspirations to open a nonprofit foundation for the homeless both in the US and in the Philippines.

Alongside her marketing abilities, Giselle has also coordinated GoldLine Financial’s community service projects that have included, Relay for life, Annual Toys For Tots Toy Drive, and Fundraisers for Candlelighters - Childhood Cancer Family Alliance.

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Giselle Mangaliman

Chief Marketing Officer
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Lisa Martinez

Case Design Advisor

Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.

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Lisa Martinez

Case Design Advisor
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James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.

James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with GoldLine Financial Services nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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James Jurica

CFP® CLU® CHFC® RICP®
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“But seek first the kingdom of God and his righteousness, and all these things will be added to you.”

- Matthew 6:33 -