Jack joined Goldstein Advisors in 2006. As the firm’s Paraplanner, he utilizes his expertise to complement each client’s financial objectives by managing the transactional side of investment management. He executes trades and transactions for the practice, working in concert with other members of the Goldstein team to deliver a consistently high level of service.
Aside from a brief stint in compliance, Jack has been with the firm for more than a decade. It all began with an internship after Jack attended Ripon College and earned a bachelor’s degree in economics and business administration. Recognizing the importance of financial literacy and the difference financial professionals can make, Jack applied his background in economics and business to help others achieve financial literacy and wellbeing.
Jack serves as a Masters Swim Coach and Lifeguard and participates himself In other masters programs in the area. In his spare time, Jack enjoys getting together with family and friends, working out, cooking, and seeing a good movie or watching sports.
Professional Designations & Associations
- Accredited Portfolio Management Advisor
- FINRA Series 7 Licensed
- FINRA Series 66 Licensed
- Life and Health Insurance Licensed
- Member of the National Notary Association
- Lifeguard, First Aid, CPR and AED Certified with the American Red Cross