Jagdeep Kaur

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CRPC®, CLTC®

Client Service Manager

Office: 608-831-3230
jagdeep.kaur@goldsteinadvisors.com

Meet Jagdeep

“Take time to do what makes your soul happy.”
This is one of Jagdeep’s guiding principles. Her passion for serving others has made her a valuable member of the Goldstein Advisors team. As Client Service Manager, Jagdeep takes the time to listen and understand client requests, respond quickly and efficiently to each need and concern, and assist with client meeting agendas.

Jagdeep was personally inspired to join the financial services industry after sitting under the instruction of none other than Jon Goldstein while pursuing her bachelor’s degree at the University of Wisconsin – Madison. She joined the firm shortly after in 2014. Prior to attending school in Madison, Jagdeep received a Bachelor of Arts in Economics and French in India.

In every interaction, she demonstrates her commitment to her personal values of being honest, truthful, sincere, and upright in all walks of life. Outside of the office, Jagdeep enjoys traveling and learning about different cultures with her husband and two daughters. She also enjoys hiking, sketching, photography, painting, decluttering and learning new cooking techniques.

Certifications

Certified Retirement Planning Counselor (CRPC^®)
Certified Long-Term Care Specialist (CLTC^®)

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Jagdeep Kaur

Meet Jagdeep

Certifications

Madison Office

Hours