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B. David G
Series 63
Rancho Mirage, CA
WealthPLAN Partners
B. David Goldstein is a financial advisor at WealthPLAN Partners with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America, Western International Securities, and Wealth Plan Network, where he has been involved for over two decades. Outside of his advisory role, he is involved in insurance sales focused on long-term care and keyman premium financing. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients including foundations and pension plans. The firm employs a "Strategy Diversification" approach, managing client accounts on a discretionary basis with ongoing monitoring, rebalancing, and use of various investment vehicles and automated tools.
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