Edward C. Goldstein, CFP<sup>&reg;</sup> - Financial Advisor

Edward C. Goldstein, CFP®

President

Financial Life Planning LLC

10000 Lincoln Dr E Ste 201
Marlton, NJ 08053-3198
FINANCIAL ADVISOR'S WEBSITE
(856) 988-5480 CONNECT WITH Edward
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General

Edward Goldstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Life Planning LLC in Marlton, NJ and the surrounding communities.

Financial Advisor Overview

Ed understands that a holistic approach to your individual and business finances creates the greatest likelihood of success in achieving your financial goals and objectives. He will work with your accountant, attorney or other advisor when appropriate to identify coordination gaps and planning opportunities. Services for individuals and businesses go beyond traditional financial planning. Ed will also manage or assist with your: *Investments, portfolio management *Insurance - life, disability, long-term care *Retirement Plan Pension Lump sum vs Annuity evaluation *Tax minimization and Estate Planning strategies *Small Business Owner succession and exit strategies * Employee Group Benefits and Key Person retention benefits

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Financial Advisor Experience

I have 25+ years of experience in financial services. For the past 20 years, he has been providing clients with customized financial solutions and the ongoing support needed for them to achieve the highest probability of success in achieving their financial goals. Ed's previous experience includes serving as Manager of Finance for Advanta Business Credit Cards, Senior Director of Finance and reporting for Metris Business Services and Vice President of Strategic Planning and Forecasting for Chase Manhattan Mortgage. He received a bachelor's in finance from Stockton State College and an MBA in finance with a concentration in portfolio management from Drexel University. While in college, he served as an intern for the Securities and Exchange Commission in Washington, D.C.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA-Drexel University

Insurance Licenses

  • Life insurance: NJ, PA
  • Health/disability insurance: NJ, PA
  • Fixed annuities: NJ, PA
  • Variable annuities: NJ, PA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I have made a conscious decision to not maintain any Broker-Dealer relationship in order to remain totally independent as a Registered Investment Advisor (RIA) and strictly serve as a client fiduciary.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources