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Alan R. Goodstein, CFP®

Goodstein Wealth Management

15760 Ventura Blvd
Ste 1520
Encino, CA 91436-3026
Phone: (818) 995-3500
Fax: (818) 995-8508

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

About My Practice

Fee Based  practice specializing in:

Retirement planning

401k rollovers

Asset  and portfolio management

Comprehensive financial planning

Organizations:

The Financial Planning Association
San Fernando Valley Estate Planning Council

 

Experience

1993-1996 Morgan Stanley

1997-2000 Ahmanson

2001-present Independent Certified Financial Planner

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65, 66
Insurance Licenses
Life insurance: CA, Health/disability insurance: CA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

 

How Planner Charges

Considerations: Fee based planner,hourly, per plan

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