Phil Goldstein

Phil is an experienced, conscientious Financial Educator. With over 30 years’ experience in his field of work, Phil began focusing his efforts towards educating individuals on financial matters in the 1990’s and he has been a published author on financial matters in several National publications since then.

Phil has educated and worked with thousands of families to show them how they can best protect, grow and preserve their assets. He has a thorough understanding of innovative financial, estate and tax strategies to help pre-retirees and retirees to plan for a more secure financial future.

Phil is also in his 15th year as President of a firm specializing in financial education, tax and financial planning for pre-retirees and retirees. Phil holds insurance licensing, as well as his Series 65 Securities license so that he can provide comprehensive financial planning education to individuals.

Phil is a native of the Northeast PA area, and resides in Clarks Summit, PA. His degree from the University of Miami began his journey towards financial education for individuals. He has focused for the past 15 years on a team-based approach to financial planning and works with several Elder Law Attorneys, Certified Public Accountants (CPA) and other professionals to assist individuals in creating a solid financial plan for the future.

Phil is an avid baseball fan and enjoys spending his time with his wife and three sons who are CPA’s and advisers in the financial planning industry as well. He also has three grandchildren and expects many more to come in the future!


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