wiseradvisor

Edward Goldstein
Financial Life Planning LLC

Tel: (856) 988-5480
10000 Lincoln Dr East Suite 201
Marlton, NJ 08053

Guiding Clients to Gain Confidence in their Financial Future

Financial Life Planning LLC | Financial Advisor in Marlton ,NJ

About Financial Life Planning LLC

Financial Life Planning, LLC guides individuals, families and business owners through all stages of their financial lives with solutions tailored to their individual needs, goals, and objectives.

We understand that a holistic approach to your individual and business finances creates the greatest likelihood of success for achieving your financial goals and objectives.


General Information

Firm Start Year:   2008
No.of Employees:   2-4
Work Experience:   Ed has more than 30 years of experience in financial services. For the past nineteen years, he has been providing clients with customized "hands-on" financial solutions and the ongoing support needed to achieve the highest probability of success in achieving their financial goals and objectives.

Ed's previous experience includes serving as Manager of Finance for Advanta Business Credit Cards, Senior Director of Finance and reporting for Metris Business Services, and Vice President of Strategic Planning and Forecasting for Chase Bank's Corporate Mortgage Division.

He received a Bachelor's in Finance from Stockton State College and an MBA in Finance with a concentration in Portfolio Management from Drexel University. While earning his degree, he served as an Intern for the Securities and Exchange Commission (SEC) in Washington, D.C.
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Annuities, Options & Futures, Bonds, Mutual Funds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Video Conference, Via email


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry, Financial Planning Association (FPA)


Firm Information

Advisor's Number of Clients:   60


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $
Compensation Methods:   Flat Fee, Based on Assets, Hourly
Hourly Rate:   $200.00
Additional Details on Charges:   Fee for assets under management is on a sliding scale based on cumulative account totals
Minimum Fee Charged for Hourly Planning Accounts:   $200


Education

MBA - Finance (Portfolio Management)  Drexel University - Philadelphia
1/1988-9/1/1990

Bachelor of Arts - Finance  Stockton State College (Stockton University) - Pomona NJ
9/1983-5/1987



Faqs

  • Do you have a customer satisfaction or refund policy? Serving as a Client Fiduciary, I strive to maintain open communications for close client relationships resulting in potential issues to be addressed early to maintain high levels of customer satisfaction.
  • What are your qualifications? What is your education background? I am a CFP with more than 30 years of experience in financial services and 19 years as a Financial Advisor. Previous experience includes serving as Manager of Finance for Advanta Business Credit Cards, Senior Director of Finance and reporting for Metris Business Services, and Vice President of Strategic Planning and Forecasting for Chase Bank's Corporate Mortgage Division. I received a Bachelor's in Finance from Stockton State College and an MBA in Finance with a concentration in Portfolio Management from Drexel University. While earning my degree, I also served as an Intern for the Securities and Exchange Commission (SEC) in Washington, D.C.
  • What is your approach to financial planning? I currently manage approximately 50 clients allowing me to maintain close working relationships and understanding of current and changes to their goals and objectives
  • What services do you offer? Full range of Comprehensive Financial Planning Services, Investment Management, and retirement focused Social Security and Pension Maximization Strategies
  • How many clients do you currently manage? I currently manage approximately 50 individual/family and Small Business Owners clients
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Edward Goldstein

Edward Goldstein

Ed has more than 30 years of experience in financial services. For the past nineteen years, he has been providing clients with customized "hands-on" financial solutions and the ongoing support needed to achieve the highest probability of success in achieving their financial goals and objectives.

Ed's previous experience includes serving as Manager of Finance for Advanta Business Credit Cards, Senior Director of Finance and reporting for Metris Business Services, and Vice President of Strategic Planning and Forecasting for Chase Bank's Corporate Mortgage Division.

He received a Bachelor's in Finance from Stockton State College and an MBA in Finance with a concentration in Portfolio Management from Drexel University. While earning his degree, he served as an Intern for the Securities and Exchange Commission (SEC) in Washington, D.C.

Ed is also a former College Planning instructor with the American Education Foundation.

My Services

Financial Advice & Consulting

Serve as Client Fiduciary providing comprehensive Financial/Retirement/Pension Planning and Project Consulting on either hourly or project basis.

Compensation Arrangements

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Awards & Recognitions

Five Star Wealth Manager Award
(8/2019)

Recognized 9x Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine 2008-2012, 2014-2019 and 7x "Select Wealth Manager" in NJ Monthly 2013-2019

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