Alan
Goodstein
Goodstein Wealth Management LLC
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About this Advisor
Alan Goodstein is a financial advisor based in Encino, California, working with Goodstein Wealth Management LLC. Alan has previously held positions at Cadaret, Grant & Co., Inc, Goodstein Wealth Management, LLC, New Horizons, Inc, and Shabaral Inc. Alan has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Alan is part of Goodstein Wealth Management LLC, which operates out of Encino, California. The firm has 1 office and 2 employees. The firm manages assets totaling $128.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Goodstein Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Goodstein Wealth Management LLC Brokerage Details
$128,751,104
2
420
$306,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alan Goodstein Work History
Goodstein Wealth Management, LLC
New Horizons, Inc
Shabaral Inc
Cadaret, Grant & Co., Inc
Goodstein Wealth Management, LLC
Disclosures
Please visit the SEC profile of Alan Goodstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goodstein Wealth Management LLC
Encino, CA
Encino, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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