Our Founder & CEO

MARC GOLDSTEIN, RICP, AIF® is a nationally
known Financial Educator, Author, Speaker and
Wealth Planner. As the Founder and CEO of Marc
Goldstein Associates, Marc and his team have been
helping successful business owners, executives and
professionals preserve, protect and pass on their
wealth, along with many fine non-profit organizations, since 1992.

Throughout Marc’s twenty nine years, he has been the recipient of numerous awards and has served on, and chaired, 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 prestigious Form 400, Million Dollar Round Table, Court of the Table and Top of the Table for many years and is a Hall of Fame member of a financial services organization..

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 professionals 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 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, his goal is to earn 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.