Alan R. Goodstein,  CFP<sup>&reg;</sup> - Financial Advisor

Alan R. Goodstein, CFP®

Principal-Certified Financial Planner

Goodstein Wealth Management

15760 Ventura Blvd, Ste 1520
Encino, CA 91436
FINANCIAL ADVISOR'S WEBSITE
(818) 995-3500

General

Alan Goodstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Goodstein Wealth Management in Encino, CA and the surrounding communities.

Financial Advisor Overview

Comprehensive asset management,,financial planning , investment analysis, investment management, personal financial coaching. Fee only advisor

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Financial Advisor Experience

1993-2001 Stockbroker at Dean Witter, Morgan Stanley, Ahmanson-Griffin Giving financial advice since 1993 Independent advisor since 2001

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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