NFP Retirement

Justin has been with the firm since 2012. Prior to joining the firm, Justin gained experience working for a prominent investment firm. He specializes in working with individuals on comprehensive financial planning, asset management, and insurance needs analysis. He strengthens client relationships by adjusting the financial plan and rebalancing the portfolio as the client needs change.

Previous Experience

  • Executive Officer – 1157th Transportation Company in the Army National Guard
  • Senior Wealth Advisor at Baker Tilly Investment Advisors, LP
  • Financial Advisor at Waddell & Reed

Education & Credentials

  • Accredited Investment Fiduciary (AIF®)
  • Member, Financial Planning Association
  • University of Wisconsin–Whitewater, BBA, Finance

 

 

Justin Goldstein is dually registered with NFP Retirement, Inc. and Wealthspire Advisors, LP (dba Wealthspire Advisors), each a registered investment advisor and wholly owned subsidiary of NFP Corp. Securities, when offered by Wealthspire Advisors, are offered through an affiliate, Wealthspire Capital, LLC, member FINRA/SIPC.

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