M. David  Goldstein,  CFP<sup>&reg;</sup> - Financial Advisor

M. David Goldstein, CFP®

CFA,

CEO & CIO

Kalorama Wealth Strategies, LLC

2136 12th Pl NW, Ste 100
Washington, DC 20009
(202) 550-7262

General

M. David Goldstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kalorama Wealth Strategies, LLC in Washington, DC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Asset Allocation, Investment Management, Mutual Funds, Insurance, Retirement, Nontraditional Households, Personal Taxes

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