Featured Business Financial Advisor in Marlton, NJ
Marlton Financial Advisors
Financial Life Planning LLC
10000 Lincoln Dr East Suite 201
Marlton, NJ 08053
Phone Number
“Guiding Clients to Gain Confidence in their Financial Future”
Advisor Profile
Edward Goldstein
Name:  Edward Goldstein
Website:  Visit Website

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

States Willing to do Business in:   
I work with the following types of clients:    Businesses, Individual Investors
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.
CRD#:    4388962
 

Services

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

Qualifications & Memberships

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

Firm Information

Advisor's Number of Clients:    60
 

Compensation and Fees

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