Registered Investment Advisors

CONNECT

Address:

15760 Ventura Blvd., Suite 1520
Encino, CA 91436

Phone:

818-995-3500

Fax/Other:

818-995-8508

Alan R. Goodstein  CFP

Alan R. Goodstein CFP

PRINCIPAL

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 ten store managers and the strategic financial management of the business, including all aspects of the company’s expansion. 

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 Los Angeles law firm.  They have three grown children – Allysa, Gabby, and Josh – and belong to Temple Emanuel of Beverly Hills.

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.

Phone 818-995-3500
Fax 818-995-8508
Mobile Phone 818-281-7698
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck