Scott Goldstein

Current

• Wealth Management Advisor at Northwestern Mutual

Education

• Junior High School
• Syracuse University
• University of Oregon

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Connections

164 connections

Industry

Financial Services

Websites

• My Website
• My Company

Scott Goldstein’s Summary

"I love what I do because it has a lasting, meaningful impact on the lives of people I care about."

– Scott Goldstein



Scott Goldstein’s mission is to serve responsible, caring individuals who wish to protect and accumulate their financial resources to accomplish their personal goals. Scott Goldstein feels strongly about service, in the truest sense of the word.

"Who I am as a family man and community member has as much to do with the quality of my work as the professional training I’ve received – perhaps more," explains Scott Goldstein. "My experiences and accomplishments underlie everything I do."

Scott Goldstein’s Specialties:

Advisory Services,
Business Planning,
Estate Planning,
Financial Planning,
Retirement Planning,
Trust Services.

To learn about my specialties, visit my web site at www.scott-goldstein.com

Scott Goldstein’s Experience

• Wealth Management Advisor

  Northwestern Mutual

  (Privately Held; 10,001 or more employees; Financial Services industry)

  1993 — Present (16 years )

  Scott A. Goldstein CLU, ChFC, CFP® is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company®.
  
  Northwestern Mutual Wealth Management Company® offers comprehensive and fee-based financial planning, investment advisory programs and personal trust services through a national network of experienced professionals with expertise in:
  
  Advisory Services
  Business Planning
  Estate Planning
  Financial Planning
  Retirement Planning
  Trust Services
  
  As a Wealth Management Advisor, Scott understands complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term.
  
  Scott A. Goldstein works with clients to:
  
  Gain a clear understanding of investment goals.
  Identify solutions to meet a client's needs.
  Create a comprehensive plan designed to achieve a client's goals.
  Monitor the client's plan and make adjustments as needs change.

Scott Goldstein’s Education

• Junior High School

• Syracuse University

• University of Oregon

Additional Information

Scott Goldstein’s Websites:

• My Website
• My Company

Scott Goldstein’s Interests:

swimming, tennis, orienteering and reading

Scott Goldstein’s Groups:

Compliance and Best Practices Committee
Scott was the 2006-2007 Chairperson of Northwestern Mutual Financial Representative Association's (FRA) Compliance/Best Practices Committee.

2007-2008 FRA Board of Director's.

FRA represents the interests of financial representatives in a way that is consistent with the interests of the Northwestern Mutual policyowners. The mission of the C&BPC is to partner proactively with Northwestern Mutual's corporate office to create and maintain best business practices that comply with all applicable regulations and company policies, meet or exceed industry standards, and demonstrate the highest standards of professional and ethical behavior.

National Association of Insurance and Financial Advisors (NAIFA)
Scott is a member of the NAIFA. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members., networking, networking, networking, network

•    Networking Group

Scott Goldstein’s Honors:

Million Dollar Round Table Qualifying Member 1996, 1998-2007 National Quality Award 1996, 1998-2007
National Sales Achievement Award 1997-1998, 2000-2007
Nationally recognized speaker: 2006-2007 Annual Meeting, 2007-2008 Central Regional Meeting, agencies throughout the country

Scott Goldstein’s Contact Settings

Interested In:

• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch