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

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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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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.

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.