Bert Goldstein, CPA, JD, began his professional career as an accountant, specializing in small business accounting and tax consulting and preparation services. With over 30 years of experience guiding individuals with financial decision making, Bert expanded his suite of services to include financial consulting...and Goldstein Wealth Management Services was born. Bert is a Registered Representative with Cetera Financial Specialists. He holds Series 6, Series 63 and Series 65 registrations and maintains licenses in multiple lines of insurance. As an experienced investment adviser representative, Bert blends his financial acumen with a client-centered attitude and reaches out to each client with his hallmark warmth and professionalism.
In his spare time, Bert enjoys exercising, traveling and spending time with his family. In addition, he dedicates his time to a host of community projects and has been a board member of various charitable organizations.