Goodstein Wealth Management LLC
Goodstein Wealth Management LLC (CRD# 282910) is a financial advisory firm headquartered in Encino, CA. They manage $30,613,289 in 155 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$197,505
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alan Goodstein (CRD# 2384297) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 24 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.
Matthew Murawski (CRD# 6090282) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 5 years of experience in the finance industry.