Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Alan R. Goodstein, CFP
Principal
818-995-8508
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...
Matthew Murawski
Financial Planner
818-995-8508
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...
Rosemarie Tamkin
Paraplanner
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...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.