Justin Goldstein, AIF®

Justin Goldstein, AIF®
Director, Retirement Plan Advisory Services
608.416.4397

Specific experience

  • Executive Officer – 1157th Transportation Company in the Army National Guard
  • Senior Wealth Advisor at Baker Tilly Investment Advisors, LP
  • Financial Advisor at Waddell & Reed

Industry involvement

  • Accredited Investment Fiduciary®
  • Member, Financial Planning Association

Education

University of Wisconsin–Whitewater

BBA, Finance