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
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

My planning specialties are how to get my clients to a comfortable retirement. Meanwhile fulfilling the needs of education planning, Goals such as Travel or a new home along the way. We aim to be the advisor that will be your only advisor, who you can 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.

I also advise and create custom portfolios for our clients, We do not use Robots!!!, Advise on setting up private and business retirement programs. Sudden changes in life circumstances such as divorce, marriage, widdowed, empty nest and many more.

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

Additional Information

Board of Directors of New Horizons center for the developmentally disabled

 Board of trustees member Temple Judea of Tarzana,CA

Secretary and Mens Retreat Chair , Brotherhood of Temple Judea

Member Burbank Civitans

 

NAPFA Start Date

April 19, 2017

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This Office

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