Bank of America Private Client Advisor Russell Goldstein

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Russell Goldstein is a Private Client Advisor based in Scottsdale, Arizona, affiliated with Bank of America. He offers investment advice and strategies tailored to individual life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of the Chartered Advisor in Philanthropy (CAP) and Certified Sustainable Investment Counselor (CSRIC) designations, Russell provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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