Sandra E. Goodstein,  CFP<sup>&reg;</sup> - Financial Advisor

Sandra E. Goodstein, CFP®

MSFS, CDFA

Managing Director - Senior Financial Adviosr

Wescott Financial Advisory Group, LLC

455 Pennsylvania Ave, Ste 230
Fort Washington, PA 19034
FINANCIAL ADVISOR'S WEBSITE
(215) 979-1900

General

Sandra Goodstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wescott Financial Advisory Group, LLC in Fort Washington, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA (Certified Divorce Financial Analyst

Insurance Licenses

  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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