The true value of good financial planning is not in the numbers, but in the life that the numbers make possible. We are dedicated to using our financial experience to help our clients build and maintain the lives that they desire.
- Alan GoodsteinPresident
When you walk through the doors of Goodstein Wealth Management, you’ll see a firm passionate about serving you and your family. We’ve ditched the traditional “suit and tie” investment broker model and instead approach financial planning as a lifelong relationship built on honesty, trust, and service.
As fiduciaries, our duty is to serve in your best interest and we do this through customized financial planning and independent recommendations without all the complicated jargon. When clients work with us, they can expect to work with professionals who are dedicated to their success and passionate about putting them first as part of a lifelong relationship that spans generations.
In many cases, we’re more than just financial advisors. We’re our clients’ advocates, advisors, and friends. We help you realize your goals and the steps it will take to achieve them. Let’s work together today.
Alan is the owner of Goodstein Wealth Management and in his role, he builds financial plans for clients and manages the company. He has been in the financial services industry for nearly 30 years and brings with him experience working at large broker-dealers and banks. He has always been interested in finance and founded Goodstein Wealth Management to give his clients a more personalized experience.
Alan is motivated by his clients’ successes and loves to help them achieve their financial goals. He is passionate about helping others and enjoys the fact that he is able to spend his career helping those around him. Every day is different and he enjoys this versatile role. Alan is also a CERTIFIED FINANCIAL PLANNER ® , meaning that he has passed rigorous tests to demonstrate his knowledge of financial planning. CFP® professionals are bound by the Standards of Professional Conduct. The standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care.
Outside of the office, Alan is very involved in his local community. He sits on the Board of his local synagogue and is also the President of the synagogue’s men’s group. He also sits on various other finance and ambassadors committees. In addition to helping others and his community, Alan also enjoys theatre and old movies, the Dodgers, and traveling. He tries to travel at least twice a year. Last year, he took a river cruise through Budapest and Prague!
Matthew is a financial planner at Goodstein Wealth Management and in his role, he helps manage the firm’s 401(k) clients, as well as his individual clients. He makes sure that they are positioned for future growth by providing individualized recommendations and strategies. He has been in the financial services industry for 9 years and had previously worked in the small cap venture capital space.
Matthew has always had a fascination with finances ever since he was a kid and in his role at the firm, he has built his own book of business and enjoys working hard for his clients to help them succeed. He is responsible for their success and doesn’t take that responsibility lightly. He wakes up every day with a new curiosity and is always looking to implement new strategies for his clients. He enjoys the relationships of trust and guidance he has built with them.
Outside of the office, Matthew enjoys spending time with his wife and baby daughter and is embracing the adventure of being a new dad. He also enjoys snowboarding, rowing, and running and is never one to turn down an athletic challenge. He is also involved with the Youth Business Alliance and helps mentor high school students and teach them about the economy and business.
Rosey is our Administrative Assistant and she helps keep everything in the office running smoothly. She manages client appointments, phone calls, and helps the advisors stay on top of their workload. She is a Financial Paraplanner Qualified Professional, which means that she understands what clients need when they meet with their advisor. She has been with Goodstein Wealth Management for almost 4 years and considers joining the team one of the best decisions she’s made. In her role, Rosey enjoys helping clients and echoing the firm’s values of integrity and honesty.
Outside of the office, Rosey is always learning and enjoys taking classes for her own personal growth. She loves to dance and is involved with various community organizations, including the North Hollywood Interfaith Food Pantry.