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!