Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Small Business
  • Domestic Partner Planning

Awards & recognition

  • Goldstein & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Adam Goldstein, Barron’s Top 100 Independent Financial Advisors, 2021,2024
  • Adam Goldstein, Forbes Top 250 Wealth Advisors, 2019-2024
  • Adam Goldstein, Barron’s Top 1,200 Financial Advisors, 2019-2024
  • Adam Goldstein, Ameriprise Chairman's Advisory Council, 2014-2023
  • Adam Goldstein, WomenCertified, Inc. Women's Choice Award - Financial Advisor , 2018-2023
  • Jonathan Rowsey, Five Star Wealth Manager, 2018-2024
  • Kevin Whitten, Five Star Wealth Manager , 2018-2024
  • Kyle Whitten, Five Star Wealth Manager, 2018-2024
  • Huong Tran, Five Star Wealth Manager, 2024

Community participation

  • Feeding America - Annual Donor
  • The Los Angeles Regional Food Bank - Annual Volunteer and Event Organizer
  • The National MS Society, Southern California and Nevada Chapter - Participant, Fundraiser and Donor
  • The Ojai Foundation- Donor
  • Harbor Interfaith Services - Donor
  • Lifewater International for Safe Water in Uganda - Annual Donor
  • Los Angeles LGBT Center - Donor
  • Hollywood Dodgers Youth Organization - Team Sponsor
  • God's Love We Deliver - Donor
  • National MS Society, Southern California and Nevada Chapter - Volunteer and Donor

Honored to Receive Recognition

All of us at Goldstein & Associates are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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