Photo Credit: courtesy
Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., discusses the four times you should speak with your financial advisor.

Your financial advisor isn’t only there to answer your investing questions, but should be able to give advice in pivotal points in your life.


If your financial advisor doesn’t understand your individual situation and your specific financial needs, it may be time to find one who does.

Download the free resource “4 Times You Should Speak with a Financial Advisor” on The Goldstein on Gelt Show website on the show notes page of today’s episode.


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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. 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