Bobbie  Goldstein,  CFP<sup>&reg;</sup> - Financial Advisor

Bobbie Goldstein, CFP®

Financial Advisor

6 Beechwood Road
Mountain Brook, AL 35213
(719) 651-6410


Bobbie Goldstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Mountain Brook, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources