Nadia Goldstein

Background

About Nadia Goldstein

Nadia joined Merrill Lynch in 2009 after 10 years with another investment firm. She holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and is dedicated to continually enhancing her financial knowledge. She is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers' strategies, funds or portfolios. Nadia is one of the partners on Goldstein, Bachman & Associates. The team is deeply committed to the financial well-being of clients. Their mission is to deliver sound, customized, focused financial guidance to a select group of high net-worth clients, including physicians, attorneys, entertainment industry professionals, corporate executives, entrepreneurs and business owners. Nadia’s special interest is helping families transfer their wealth to the next generation. She can assist them with estate planning services that reflect each client’s personal situation. She helps families preserve their wealth, using trusts and charitable giving plans. Nadia lives in Calabasas, California, with her husband, Adam and their daughter Samantha. CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.