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Justin Goldstein, AIF®

Director, Plan Advisory

NFP Retirement

608.416.4397 | justin.goldstein@belr.com

Justin has been with the firm since 2012. Prior to joining the firm, Justin gained experience working for a prominent investment firm. He specializes in working with individuals on comprehensive financial planning, asset management, and insurance needs analysis. He strengthens client relationships by adjusting the financial plan and rebalancing the portfolio as the client needs change.

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