Financial Life Planning, LLC

Financial Life Planning, LLC (CRD# 147011) is a financial advisory firm headquartered in Marlton, NJ. They manage $17,003,018 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Financial Life Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Edward C. Goldstein
CRD#: 4388962
10,000 Lincoln Drive East, Suite 201, Marlton, NJ 08053
Edward Goldstein (CRD# 4388962) is an Investment Advisor Representative working at Financial Life Planning, LLC in Marlton, NJ and has over 14 years of experience in the finance industry. Edward 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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