Adam Goldstein
Adam Goldstein, CFP®, CMFC®, ChFC®, CLU®, Private Wealth Advisor at Ameriprise Financial, has over 23 years of experience in the financial services industry. His team offers a broad range of comprehensive financial guidance, investment strategies and wealth management services. The group’s comprehensive planning approach includes personalized advice on specific investment strategies while effectively working with clients to help manage both their assets and liabilities. His achievements have been recognized by leading financial publications throughout the country, including Forbes, Barron's, and Financial Times. Adam has always been passionate about getting involved in the community. He supports a number of charitable organizations such as Feeding America, Children's Hospital Los Angeles, and Shoes for the Homeless.
Adam Goldstein Professional Experience / Academic History
Professional Experience
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Private Wealth Advisor
Academic History
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Bachelor of Science
Awards and Recognitions
- Barron's Top 1,200 Financial Advisors, 2019–2020
- Forbes America's Top Wealth Advisors, 2019–2020
- Forbes Best-in-State Wealth Advisors, 2018–2020
- Financial Times Top 400 Financial Advisors, 2018–2020
- Five Star Wealth Manager, 2012–2021
- Women's Choice Award: Financial Advisor, 2018–2020
- Ameriprise Chairman's Advisory Council, 2014–2019
- Ameriprise Circle of Success, 2006–2019
- Ameriprise Diamond Ring Award, 2015
Certifications and Designations
- Certified Financial Planner, CFP®
- Chartered Financial Consultant, ChFC®
- Chartered Life Underwriter, CLU®
- Chartered Mutual Fund Counselor, CMFC®
Community Involvement
- Feeding America
- The Los Angeles Regional Food Bank
- The National MS Society, Southern California and Nevada Chapter
- The Ojai Foundation
- Harbor Interfaith Services
- Lifewater International for Safe Water in Uganda
- Los Angeles LGBT Center
- Hollywood Dodgers Youth Organization
- God's Love We Deliver
- Down Syndrome Association of Los Angeles