Alan Goodstein
CFP®
Goodstein Wealth Management LLC
Principal
Alan Goodstein
CFP®
Goodstein Wealth Management LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alan Goodstein, CFP®
Fee-Only financial planner located in Encino, CA, serving clients locally and across the country
Alan Goodstein is an Encino, CA fee-only financial planner. Goodstein Wealth Management LLC provides comprehensive financial planning, tax reduction planning, and investment management to help individuals, families, retirees, business owners and executives organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alan Goodstein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Alan Goodstein is a native of Los Angeles. His family operated a chain of retail stores throughout the area, enabling him to learn the value of good service, fair dealing, and financial responsibility at an early age. After majoring in business and accounting at USC and Pepperdine, he spent 15 years in the family business as Vice President of Operations, responsible for the supervision of ten store managers and the strategic financial management of the business, including all aspects of the company's expansion.
In 1993 Alan's parents sold all of the stores in order to retire, at which point Alan began his second career, as a financial planner. He joined Dean Witter, rapidly completed in-house training programs in Retirement Planning, Estate Planning, and Portfolio Management, and became “Rookie of the Year” in his branch his first year. Witter merged with Morgan Stanley in 1995,in 1997 Alan moved to Home Savings of America, where he developed and serviced a clientele spanning several local branches. He completed his qualifications for Certified Financial Planner in 2001, and then opened his own independent firm, Goodstein Wealth Management LLC, focused on helping business owners and affluent families in general. He currently shares a large suite in Encino with a number of attorneys.
Alan is a member of the Los Angeles Financial Planning Association and The National Association of Personal Financial Advisors (NAPFA). He is a board memeber of New Horizons center for the developmentally disabled. A trustee board member of Temple Judea, past Vice-President of the Burbank Civitan Club, and a former Board Member of the Tarzana B'nai B'rith.
Alan lives in Encino with his wife Beth, who is the Senior Estate Planning Paralegal at a major Los Angeles law firm. They have three grown children – Allysa, Gabby, and Josh – and belong to Temple Judea of Tarzana.
In his spare time Alan enjoys working out, attending live theater and concerts, exploring new restaurants, reading history and biographies, and watching old movies. He has also traveled extensively throughout North America, Europe, Israel, and the Pacific islands.
Alan Goodstein is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Hello! I'm Alan Goodstein President of Goodstein Wealth Management, Registered Investment Advisors. We serve people who prefer a highly personalized, educational, and caring relationship with their financial advisors. The following mission statement sums up the approach on which I've built my firm:
The true value of good financial planning is not in the numbers, but in the life that the numbers make possible. We are dedicated to using our financial expertise to help our clients build and maintain the lives that they desire.
While we have no set minimum for new clients, we belive everyone should be able to get quality financial advice. We provide Hourly consultation, Financial Planning, Investment Analysis, and Investment Management.
We work best with talented, independent, busy people who fully understand the wisdom of acquiring the assistance of an expert professional. They appreciate our caring, personalized, and educational approach, and feel relieved to not have to deal with the phony glitz and salesmanship so prevalent in the financial services industry today.
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. Our goal is to teach you and guide you, to where you want your financial life to ultimately look like.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Alan Goodstein is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alan Goodstein is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alan Goodstein Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Contact Alan Goodstein
Office Locations:
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15760 Ventura Blvd
Suite 1520
Encino, CA 91436
