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
- 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
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