Goldstein & Associates

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Adam Goldstein

Adam Goldstein

CFP®, CMFC®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Adam Goldstein's website
Kevin Whitten

Kevin Whitten

CFP®, ChFC®, APMA®

Financial Advisor

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

Jonathan Rowsey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathan Rowsey'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™ professional

Qualifications

  • FINRA Series 7 and 66
  • CA Insurance License #OG98864
  • Notary Public

Roles & Responsibilities

  • Marketing Manager
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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

Faith Larson

Faith Larson

Executive Assistant

Wendy Marquardsen

Wendy Marquardsen

Administrative Assistant

Maida Karamehic

Maida Karamehic

Administrative Assistant

Jeremy Zeller

Jeremy Zeller

Office Manager