
Cfp Benjamin Goldstein
Having built his wealth management practice from the ground up, Ben has a solid understanding of the needs... | 3737 Glenwood Avenue, Raleigh, United States
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Cfp Benjamin Goldstein’s Emails be****@ub****.com
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Cfp Benjamin Goldstein’s Location 3737 Glenwood Avenue, Raleigh, United States
Cfp Benjamin Goldstein’s Expertise Having built his wealth management practice from the ground up, Ben has a solid understanding of the needs and goals of the individuals he serves. He's walked with his clients through both the high points and challenges in their lives. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER TM (CFP), Ben understands the human element in working with his clients. He is not your typical CFP professional. While he delivers strategic thinking and numbers-based analysis, Ben's focus is on people and relationships. He enjoys connecting his tactical proficiency with the human side of wealth management—learning what matters to his clients, what makes them worry, what brings them joy. He is a born teacher and his approach is always one of collaboration and education. Though only in his late-forty's, Ben already has more than twenty-five years of experience at the firm. This means that he offers clients the skills of a seasoned advisor while having many years ahead of him to work with his clients throughout their retirement and golden years. **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Senior Vice President-Wealth Management, CFP®
Sun Mar 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Present