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Doug Goldstein, CFP® and director of Profile Investment Services Ltd.,is a cross-border financial advisor who specializes in helping folks who no longer live in America maintain their U.S investments and brokerage accounts.

Despite some firms rejecting clients who live overseas, it is possible to own a U.S brokerage account when you have a non-U.S. address. Listen to the podcast to learn more, and then download the one page resource The Easy Way to Open a U.S. Brokerage Account When You Move to Israel, today’s show notes on The Goldstein on Gelt website.

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Introducing a financial investment course

Doug and The Goldstein on Gelt Show team are putting together an online financial course. If you have a tough financial question, send it to the team and it will potentially be answered in the upcoming course.

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com