Stephen M. Goldstein, CFP^®

AIF^®, RICP^®

Managing Director - Financial Advisor

RBC Wealth Management

225 Schilling Cir, Ste 250
Hunt Valley, MD 21031-1125

FINANCIAL ADVISOR'S WEBSITE

https://us.rbcwealthmanagement.com/stephen.goldstein/

(410) 316-5312 CONNECT WITH Stephen

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$5,000,000

General

Stephen Goldstein is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at RBC Wealth Management in Hunt Valley, MD and the surrounding communities.

Financial Advisor Overview

With over 25 years of experience in financial planning and wealth management, Stephen Goldstein serves as Managing Director – Financial Advisor at RBC Wealth Management. Backed by certifications as a CFP®, AIF®, and RICP®, Stephen focuses on delivering tailored financial strategies for families, foundations, and endowments through a family office approach. At RBC Wealth Management, Stephen develops integrated wealth management approaches that blend personalized advice with innovative technology. By leveraging his expertise in retirement planning and investment fiduciary guidance, he is committed to enabling clients to achieve long-term financial clarity and confidence.

Financial Advisor Experience

30 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - MSF

Insurance Licenses

Life insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

RBC Dain Rauscher

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances