Goodstein Wealth Management LLC

Goodstein Wealth Management LLC (CRD# 282910) is a financial advisory firm headquartered in Encino, CA. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting 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.

CA, TX

Financial Advisors at Goodstein Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan R. Goodstein
CRD#: 2384297
15760 Ventura Blvd., Suite 1520, Encino, CA 91436
96
Wealthminder
score

Alan Goodstein (CRD# 2384297) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 23 years of experience in the finance industry. Alan Goodstein 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.

2
Matthew J. Murawski
CRD#: 6090282
15760 Ventura Blvd., Suite 1520, Encino, CA 91436
90
Wealthminder
score

Matthew Murawski (CRD# 6090282) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 4 years of experience in the finance industry.

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