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.