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Brett Goldstein
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Last updated: 9/13/2017
Mr. Brett Goldstein
InstantConnect™ Individual -- Chapters: NYC Midtown - Wednesday Breakfast
Professional Information
Bleakley Financial Group
Financial Advisor
100 Passaic Ave
Suite 300
New Jersey
07004  United States
 [ Map ]
973-461-7650 (Phone)
Visit Website »
Financial Advisor/Analyst/Manager/CDFA
  Series 7, 66; Both Life and Disability Insurance
  CRD#: 5364440 (investments) / 1601379 (Insurance)
Personal Information
5162367967 (Mobile)
Additional Information
I've been working in the private wealth management field for the past 7 years and prior to that I was in corporate law at Cravath, Swaine & Moore. I've seen the industry from the wire house, private bank and now independent RIA side. What I value most, now at Bleakley Financial, is our ability to work with clients on a more personalized level to focus on planning and investments, rather than strictly investments as I had when at Citi. I'm in the process of studying for my CFP and plan to take the test in November. I'd welcome the opportunity to elaborate on any of my prior roles or qualifications. Additionally, I am greatly looking forward to learning further from the other members of the group in their fields as well as sharing insights about my own.
More Information
Through working with divorced clients and seeing my mother-law have to deal with the difficulties that come when a marriage ends; I recognize that fiscally, emotionally and physically it can be very hard to handle. I see tremendous value in creating a network where the professionals who are suppose to assist in the process do so collectively rather than independently. The success of the client/patient, as well that of the advisor/therapist/mediator/attorney etc, will always be better when things are managed holistically. I believe I can add value in my field as well as learn from others in theirs. I look forward to joining the group in order to do so.
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