I believe successful personal finance and investing begin with knowledge. I like to educate my clients and let them come to wise decisions.
Teaching clients how to understand their finances and the markets comes first. Both my grandmother and my mother worked on Wall Street, and they taught me how important it is to listen to clients and hear what they say…and what they don’t say. Client meetings are a frequent inspiration for my articles. (Don’t worry, all identifying details are changed to protect privacy.)
I write what you need to know in order to meet your financial goals.
I began my career on Wall Street in 1992, and am licensed both in the United States and Israel to be a financial adviser. I am also a Certified Financial Planner, Registered Investment Adviser, and Trust and Estate Practitioner. I am a member of both the Financial Planning Association and of the Society of Trust and Estate Practitioners. (Check the background of this investment professional on FINRA BrokerCheck).
After moving to Israel, I founded Profile Investment Services, Ltd. in order to promote the importance of financial planning. The firm helps clients create financial plans and also assists them in opening U.S. brokerage accounts with global investment possibilities.
I host a weekly radio show, Goldstein on Gelt, about business and investing, and I wrote Building Wealth in Israel: A Guide to International Investments and Financial Planning aimed at helping you understand and improve your financial situation.
To keep up to date on the newest articles and Goldstein on Gelt interviews follow me @douggoldstein.
Have a question or comment? Contact me at email@example.com
(Check the background of this investment professional on FINRA BrokerCheck)