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 together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Goldstein & Associates
Team photo for Goldstein & Associates

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Advisors

Advisor photo for Adam Goldstein

Adam Goldstein

CFP®, CMFC, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Adam Goldstein's website
Advisor photo for Kyle Whitten

Kyle Whitten

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kyle Whitten's website
Advisor photo for Jonathan Rowsey

Jonathan Rowsey

CFP®

Financial Advisor

Chief Operating Officer of Goldstein & Associates
Visit Jonathan Rowsey's website
Advisor photo for Kevin Whitten

Kevin Whitten

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kevin Whitten's website
Advisor photo for Huong Tran

Huong Tran

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Huong Tran's website


Team

Maddy Benvenuti

Maddy Benvenuti

Administrative Assistant

Sam Bonge

Sam Bonge

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • Accredited Portfolio Management Advisor (APMA®)

  • FINRA Series 7 and 66
  • CA Insurance License #4098110
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Traci Engelman

Traci Engelman

Marketing Manager

Qualifications

  • Certified Financial Planner™ practitioner (CFP®)
  • FINRA Series 7 and 66
  • CA Insurance License #OG98864
  • Notary Public
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Xochitl (Sochi) Gasso

Xochitl (Sochi) Gasso

Client Service Specialist

Qualifications

  • CA Insurance License #0G03289
  • Notary Public
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Wendy Marquardsen

Wendy Marquardsen

Executive Assistant

Tabatha Pengelley

Tabatha Pengelley

Administrative Assistant

Rob Rosenberg

Rob Rosenberg

Financial Planning Assistant

Jordan St.Germain

Jordan St.Germain

Paraplanner

Qualifications

  • Certified Financial Planner practitioner™ (CFP ® )

  • Accredited Portfolio Management Advisor (APMA®)

  • FINRA Series 7 and 66
  • CA Insurance License #4115425
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Philip Thomas

Philip Thomas

Paraplanner

Qualifications

  • FINRA Series 7 and 66

  • CA Insurance License #4221565

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Gregory Virant

Gregory Virant

Paraplanner

Qualifications

  • Certified Financial Planner™ practitioner (CFP ® )

  • Accredited Portfolio Management Advisor (APMA®)

  • FINRA Series 7 and 66
  • CA Insurance License #0N04266
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Jeremy Zeller

Jeremy Zeller

Office Manager