Alan Goodstein (CFP)

Alan Goodstein focuses in the
following client markets or areas of practice:

  • AUM
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Novice Investors
  • Retirement Plan Investment Advice

Planning Specialties

My planning specialties are how to get my clients to a comfortable retirement. Fulfilling the needs of education planning, Goals Planning such as Travel or a new home. We aim to be the advisor that will be your only advisor, who you call on when you are going through your financial life. Business owners who need guidance on how to finance their retirement. Advice when you are retiring and you need to figure out the next steps. Planning for what you wnat in your life!

I create custom portfolios for our clients, We do not use Robots!!!, Advise on setting up private and business retirement programs. Sudden changes in life circunstance.

Our goal is to teach you and guide you, to where you want your financial life to ultimately go.

Additional Information

Board of trustees member Temple Judea of Tarzana,CA

President, Brotherhood of Temple Judea

Member Burbank Civitans

Board of Directors 1995-2020 , New Horizons center for the developmentally disabled

NAPFA Start Date

April 19, 2017


This Office

15760 Ventura Blvd Ste 1520 Encino, CA 91436-3026 Phone: (818) 995-3500