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  1. profile-financial.comProfile Financial - U.S. Investment Accounts from Israel

    02-624-2788. TOLL-FREE FROM U.S. 888-327-6179. EMAIL US. info@profile-financial.com. SOCIAL MEDIA. Facebook Youtube Linkedin. Securities offered through Portfolio Resources Group, Inc., member of FINRA, SIPC, MSRB, FSI. Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation.

    • Blog

      As a financial planner working primarily with American olim,...

    • Books Doug Wrote

      As a cross-border investment expert, Doug draws on over 25...

    • Who We Help

      A teacher in the New York City public school system made...

    • Financial Planning

      Creating a financial plan takes 3 steps: Gather your data....

  2. Videos

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  3. profile-financial.com › about › our-teamInvestment Advisor & Financial Planner for Olim in Israel ...

    Douglas Goldstein, CFP®. doug@profile-financial.com. I consider my day a success when clients make good money decisions and avoid common financial problems. My mother and grandmother were both stock brokers and taught me the importance of educating clients about handling their money wisely. And now, my wife (also an investment advisor) and I ...

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  4. goldsteinongelt.comThe Goldstein on Gelt Podcast - Hi, I’m Doug Goldstein, CFP ...

    learn investment strategies from the world’s best investors, improve your retirement plan, build healthy financial habits. Every podcast includes a discussion with an expert on how to invest for success. Host Douglas Goldstein, CFP® uses his 30+ years of experience as a financial professional to make money concepts simple to understand.

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  5. www.youtube.com › c › douglasgoldsteincfpDouglas Goldstein - YouTube

    The Goldstein on Gelt show (www.GoldsteinOnGelt.com) is a personal finance and investment show. Certified Financial Planner, author, and host Doug Goldstein not only gives up-to-date money ideas ...

  6. profile-financial.com › aboutFinancial Planning & Investment Services for Olim - Profile ...

    Profile Investment Services, Ltd. is an Israel-based financial services firm that specializes in working with people living in Israel who want American investment accounts. We are licensed financial professionals with expertise in cross-border financial matters. Our team provides financial and retirement planning, consulting, and investment ...

  7. www.gfp.institute › advisors › Douglas-GoldsteinDouglas Goldstein, CFP®, GFP Fellow, TEP

    Douglas Goldstein (founder and director) is licensed in the United States and accredited by the Israeli Securities Authority (ISA) as a licensed investment marketer. He hosts "The Goldstein On Gelt Show" (www.goldsteinongelt.com) and can be found at www.profile-financial.com. Doug began his career on Wall Street in 1992 at Dean Witter. After developing a thriving practice in New York, he moved ...

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  9. goldsteinongelt.com › videosVideos - The Goldstein on Gelt Show

    Watch financial videos produced by Doug Goldstein, CFP®, on a variety of personal finance topics. Short engaging topics on what you need to know.

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