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

Rick H Koff

Rick H Koff

MSFS, CFP®

Financial Advisor

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

Adam Goldstein

CFP®, CMFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Adam Goldstein'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
Huong Tran

Huong Tran

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Huong Tran'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®)
  • 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

Executive Assistant

Maida Karamehic

Maida Karamehic

Client Service Coordinator

Philip Thomas

Philip Thomas

Financial Planning Analyst