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Registered Investment Advisors

15760 Ventura Blvd., Suite 1520
Encino, CA 91436
Phone:
  • 818-995-3500
Fax:
  • 818-995-8508

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A Fee only firm

 

 Alan R. Goodstein, CFP

 

Alan is a native of Los Angeles.  His family owned and operated a chain of retail stores throughout the area, enabling him to learn the value of good service, fair dealing, and financial responsibility at an early age.  After majoring in business and accounting at USC and Pepperdine, he spent 15 years in the family business as Vice President of Operations, responsible for the supervision of store managers and the strategic financial management of the business, including all aspects of the company's expansion. 

 

 

In 1993 we sold all  of the stores., Alan began his second career, as a financial planner.  He joined Dean Witter, rapidly completed in-house training programs as a stock broker, Retirement Planning, Estate Planning, and Portfolio Management, and became “Rookie of the Year” in his branch his first year.   Witter merged with Morgan Stanley in 1995, Alan, where he developed and serviced a varied clientele. Also Worked with high net worth client at Home saving of America. He completed his qualifications for Certified Financial Planner in 2001, and then opened his own independent firm, Goodstein Wealth Management LLC, focused on helping  people plan their financial future.

 

Alan is a member of the Los Angeles Financial Planning Association . He is a past Vice-President of the Burbank Civitan Club, and a former Board Member of the Tarzana B'nai B'rith.  He sits on the board of Directors of New Horizons center for the developmentally disabled. Also sits on the Board of the Temple Judea Brotherhood in Tarzana.

 

Alan lives in Encino with his wife Beth, who is the Senior Estate Planning Paralegal at a major Los Angeles law firm.  They have three grown children – Alyssa, Gabi, and Josh – and belong to Temple Judea of Encino.

 

In his spare time Alan enjoys working out, attending live theater and concerts, exploring new restaurants, reading history and biographies, and watching old movies.  He has also traveled extensively throughout North America, Europe, Israel, and the Pacific islands.

 

 

 

 Matthew Murawski, VP

Matthew's natural tendency to go the extra mile, whether at work or sports, is the foundation of his financial practice. After several successful years in the mid cap venture capital space, Matthew was drawn to the personal side of finance: his dedication to his clients stems from personal experience after witnessing his parents' struggles to secure their own financial future. He realized the market was ready for an advisor who stuck to the fundamentals of solid, long term investing.

After relocating from the Midwest, Matthew settled in Los Angeles and shortly thereafter joined forces with Alan Goodstein, CFP. As Alan's business partner, Goodstein Wealth Management offers 25+ years of market experience, coupled with renewed energy and a fresh outlook for the next generation of clients.

Matthew is married to Anja Liisa Garcia Murawski where they reside in West Los Angeles.

 

For a free initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.  

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck