Edward Goldstein, CFP, President
Ed has more than 25 years of experience in financial services. For the past seventeen years, he has been providing clients with customized financial solutions and the ongoing support needed for them to achieve the highest probability of success in achieving their financial goals.
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 Manhattan Mortgage.
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 in college, he served as an intern for the Securities and Exchange Commission in Washington, D.C.
Ed is also a former College Planning instructor with the American Education Foundation.