Doug Goldstein, CFP® and director of Profile Investment Services Ltd., discusses the three steps that lead to financial success. Doug explains what the signs of a good financial advisor are and how critical they are for your financial planning. Download the free resource “Three Steps to Financial Success” the show notes on the Goldstein on Gelt website.


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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.