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Adam S. Goldstein, CFP®

Goldstein & Associates

23622 Calabasas Rd
Ste 320
Calabasas, CA 91302
Phone: (818) 704-6675

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

Considerations: We do investment management in conjunction with comprehensive financial planning.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.