Edward Goldstein

CFP, MBA, President

Ed has more than 30 years of experience in financial services. For the past twenty 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 Vice President of Strategic Planning and Forecasting for Chase Bank's Corporate Mortgage Division, Senior Director of Finance and reporting for Metris Business Services, and Manager of Finance for Advanta Business Credit Cards.

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.

Ed is a Five Star Wealth Manager, based on market research to define and promote professional excellence.

Ed Goldstein 5 Star Wealth Manager

Dawn Tracey

Practice Manager

Dawn has been the Practice Manager for Financial Life Planning since 2015, responsible for managing operations and serving as a liaison with clients and service providers. She also oversees the evaluation of office and practice enhancement initiatives.

Dawn’s previous experience include 7 years as a Tax Preparation Support Administrator. She served in the USAF as a manager in both the Operational Test and Evaluation Center and the Launch Vehicle Space and Missile Center.

She received a Bachelor’s in Aero/Astro Engineering from the University of Illinois.