Douglas Goldstein

Douglas Goldstein CFP® Douglas Goldstein is a third-generation financial advisor and president of Profile Investment Services LTD. His grandmother and mother worked on Wall Street as investment advisors and taught him the importance of listening to his clients’ wishes and understanding their needs when he began on Wall Street in 1992. He is a Certified Financial Planner™ practitioner, licensed in multiple countries. A college lecturer and trainer to private bankers, Douglas also writes a weekly newspaper column and hosts a popular weekly personal finance radio show, “ Goldstein on Gelt.” He has written several books on personal finance, including Building Wealth in Israel, The Expatriate’ s Guide to Handling Money and Taxes, and The Retirement Planning Book.