Goldstein & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Adam Goldstein

Adam Goldstein

CFP®, CMFC®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Adam Goldstein's website
Huong Tran

Huong Tran

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Huong Tran's website
Jonathan Rowsey

Jonathan Rowsey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathan Rowsey's website
Kevin Whitten

Kevin Whitten

CFP®, ChFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kevin Whitten's website
Kyle Whitten

Kyle Whitten

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kyle Whitten's website
Rick H Koff

Rick H Koff

CFP®, MS, ChFC®

Financial Advisor

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

Team

Xochitl (Sochi) Gasso

Xochitl (Sochi) Gasso

Insurance 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

Qualifications

  • 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

Faith Larson

Faith Larson

Executive Assistant

Wendy Marquardsen

Wendy Marquardsen

Administrative Assistant

Maida Karamehic

Maida Karamehic

Administrative Assistant

Philip Thomas

Philip Thomas

Financial Planning Assistant