Our Founder & CEO

In 1992, Marc Goldstein established Marc Goldstein Associates, which assists, successful business owners, not-for-profit organizations, affluent individuals and small to medium size businesses with asset protection, wealth accumulation, wealth transfer and employee benefits planning.

Throughout Marc’s twenty seven years, he has been the recipient of numerous awards and has served on insurance company Agent Advisory Councils. He has been a guest lecturer, discussing relevant industry topics to peers and to clients. Marc has been a member of the esteemed Forum 400, Million Dollar Round Table, Court of the Table and Top of the Table for many years.

Marc has enjoyed close relationships with his clients. He works effectively with his clients' teams of CPAs, tax attorneys, estate planning attorneys, third party pension administrators and property and casualty insurance brokers, who understand the client's complex needs. HIs mission is to collaborate with the team of advisors to help achieve the client’s financial goals.

All of Marc’s clients have been by referral only. He has built his practice by hard work and concentrating only on his client’s needs. The service Marc Goldstein Associates provides is second to none. The blanket statement “just call my office and we will handle everything” is Marc’s idea of service. His staff does whatever is necessary to achieve and assist with a client’s needs.

Whatever service Marc is hired for, he has earned the respect of his clients and their attorneys and CPAs. He strives to get the job done effectively and efficiently. No one is more motivated to help achieve a client’s goals.

Marc lives in Harrison, New York with his wife, Beatriz, their daughters, Julia and Sofia and their dog, Kai. He has donated his time to enrich the lives of those less fortunate in the world and has coached his daughters’ travel soccer teams for many years.