Brooke Goldstein
Partner, Co-Founder at Brentwood Financial Advisors | Beverly Hills, California, United States
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Partner, Co-Founder at Brentwood Financial Advisors in June 2019 to Present
Associate Director-Investments at Oppenheimer & Co. Inc. in December 2013 to June 2019
Account Executive at Campbell Ewald in December 2012 to November 2013
Assistant Account Executive at Team One in March 2012 to December 2012
New Business Coordinator at Ogilvy & Mather Advertising in July 2010 to March 2012
Advertising Sales Representative and Public Relations Intern at Three Day Rule, Inc. in November 2009 to November 2010
Internship – Talent Management at Untitled Entertainment in January 2010 to May 2010
Internship – Production Department at Ogilvy & Mather Advertising in July 2009 to August 2009
Internship – 94.5 WPST FM Radio Station at Nassau Broadcasting in January 2009 to May 2009
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PowerPoint
Word
Excel
401(k) Rollovers
Tax-Efficient Strategies
Risk Management Strategies
Retirement Savings
Wealth-Preservation Strategies
Relationship Management
Estate Investment Strategies
Business-Succession Strategies
Deferred Compensation Plans
Financial Services
Financial Advisory
Stock Due Diligence
Retirement-Plan Consulting
Investment Strategies
Multigenerational Wealth Transfer Strategies
Insurance
Securities
Investments
Wealth Management Services
Asset Allocation
Retirement
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Discover more about Brentwood Financial AdvisorsWhat is Brooke Goldstein email address?
Email Brooke Goldstein at [email protected] and [email protected]. This email is the most updated Brooke Goldstein email found in 2026.
What is Brooke Goldstein phone number?
Brooke Goldstein phone number is +13154027453 and +13107290334.
How to contact Brooke Goldstein?
To contact Brooke Goldstein send an email to [email protected] or [email protected]. If you want to call Brooke Goldstein try calling on +13154027453 and +13107290334.
What is Brooke Goldstein net worth?
Brooke Goldstein has an estimated net worth of $750,000 to $999,999
What company does Brooke Goldstein work for?
Brooke Goldstein works for Brentwood Financial Advisors
What is Brooke Goldstein's role at Brentwood Financial Advisors?
Brooke Goldstein is Partner, Co-Founder
What industry does Brooke Goldstein work in?
Brooke Goldstein works in the Financial Services industry.
Brooke Goldstein Email Addresses
Brooke Goldstein Phone Numbers
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