Aca/prudent Investors Planning Corporation

Aca/prudent Investors Planning Corporation (CRD# 47798) is a financial advisory firm headquartered in Green Brook Township, NJ. They manage $139,145,423 in 1,654 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    1,654
    ACCOUNTS
  • Average Account Value
    $84,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, MA, MD, NC, NE, NH, NJ, NY, PA, TX, VA

Financial Advisors at Aca/prudent Investors Planning Corporation
Showing 1 - 1 of 1 top financial advisors.
1
Robyn S. Goldstein
CRD#: 4486022
326 Route 22 West, Unit 12b, Green Brook Township, NJ 08812
96
Wealthminder
score

Robyn Goldstein (CRD# 4486022) is an Investment Advisor Representative working at Aca/prudent Investors Planning Corporation in Green Brook Township, NJ and has over 13 years of experience in the finance industry. Robyn Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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