Alan R. Goodstein, CFP
Alan is a native of
In 1993 Alan’s parents sold all but one of the stores in order to retire, at which point Alan began his second career, as a financial planner. He joined Dean Witter, rapidly completed in-house training programs in Retirement Planning, Estate Planning, and Portfolio Management, and became “Rookie of the Year” in his branch his first year. When Witter merged with Morgan Stanley in 1995, Alan moved to Home Savings of America, where he developed and serviced a clientele spanning several local branches. He completed his qualifications for Certified Financial Planner in 2001, and then opened his own independent firm, Goodstein Wealth Management LLC, focused on helping business owners and affluent families in general. He currently shares a large suite in Encino with a number of attorneys.
Alan is a member of the Los Angeles Financial Planning Association and the San Fernando Valley Estate Planning Council. He is a past Vice-President of the Burbank Civitan Club, and a former Board Member of the Tarzana B’nai B’rith. He is also a member of the Multiple Sclerosis Society of Los Angeles, and participates in their annual “MS Society Walk” fund-raising program.
Alan lives in Sherman Oaks with his wife Beth, who is the Senior Estate Planning Paralegal at a major
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,
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.