Edward Goldstein

Financial Life Planning LLC

10000 Lincoln Dr East Suite 201

Marlton, NJ 08053

856-988-5480

Guiding Clients to Gain Confidence in their Financial Future

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

CRD#

4388962

Firm CRD#

147011

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

Insurance, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, Via Phone, Video Conference, At my office

Qualifications & Membership

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Advisor's Number of Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Flat Fee

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
1/1988 - 9/1/1990

Bachelor of Arts - Finance

Stockton State College (Stockton University)
9/1983 - 5/1987

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