Goldstein & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Adam Goldstein, Private Wealth Advisor serving the Calabasas, CA area - Ameriprise Advisors

Adam Goldstein

CFP®, CMFC®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Adam Goldstein's website
Huong Tran, Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Huong Tran

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Huong Tran's website
Jonathan Rowsey, Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Jonathan Rowsey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathan Rowsey's website
Kevin Whitten, Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Kevin Whitten

CFP®, ChFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kevin Whitten's website
Kyle Whitten, Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Kyle Whitten

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kyle Whitten's website
Rick H Koff, Financial Advisor serving the Calabasas, CA area - Ameriprise Advisors

Rick H Koff

CFP®, MSFS, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rick H Koff's website

Team

Xochitl (Sochi) Gasso

Xochitl (Sochi) Gasso

Client Service Specialist

Qualifications

  • CA Insurance License #0G03289
  • Notary Public
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Traci Engelman

Traci Engelman

Marketing Manager,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Certified Financial Planner™ practitioner (CFP®)
  • FINRA Series 7 and 66
  • CA Insurance License #OG98864
  • Notary Public
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Christine Hoenig-Garcia

Christine Hoenig-Garcia

Investment Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Certified Financial Planner™ practitioner (CFP®)
  • Accredited Portfolio Management Advisor (APMA®)
  • Certified Divorce Financial Analyst (CDFA®)
  • FINRA Series 7 and 66
  • CA Insurance License #OK84484
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Gregory Virant

Gregory Virant

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Certified Financial Planner™ practitioner (CFP ® )

  • FINRA Series 7 and 66
  • CA Insurance License #0N04266
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Jordan St.Germain

Jordan St.Germain

Paraplanner

Qualifications

  • FINRA Series 7 and 66
  • CA Insurance License #4115425
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Sam Bonge

Sam Bonge

Paraplanner

Qualifications

  • FINRA Series 7 and 66
  • CA Insurance License #4098110
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Jeremy Zeller

Jeremy Zeller

Office Manager

Philip Thomas

Philip Thomas

Paraplanner

Qualifications

  • FINRA Series 7 and 66

  • CA Insurance License #4221565

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Maida Karamehic

Maida Karamehic

Client Service Coordinator

Faith Larson

Faith Larson

Executive Assistant

Wendy Marquardsen

Wendy Marquardsen

Executive Assistant

Tabatha Pengelley

Tabatha Pengelley

Administrative Assistant