Alan R. Goodstein  CFP

Alan R. Goodstein CFP

PRINCIPAL

Office: 818-995-3500
Mobile: 818-281-7698
Fax: 818-995-8508
E-mail:
 

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. 

Alan is a member of the Financial Planning Association and the National association of personal financial advisors(NAPFA).  He is a Co-President of the Mens Club of Temple Judea of Tarzana,Member And a trustee of Temple Judea of Tarzana.

Alan lives in Encino with his wife Beth, who a retired Senior Estate Planning Paralegal .  They have three grown children – Allysa, Gabby, and Josh – and belong to Temple Judea of Tarzana.

In his spare time Alan enjoys working out, attending live theater , concertsand Dodger games. 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.

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