Douglas Goldstein, a Certified Financial Planner (CFP®) and licensed investment professional both in the United States and Israel, is the owner and director of Profile Investment Services, LTD. (est. 1997), www.profile-financial.com (02-624-2788). Profile offers high-level planning, investment strategies, and family office services for an Israeli and international clientele.
His career began on Wall Street in 1992 at Dean Witter. After developing a successful practice in New York, he moved with his wife and family (now four children) to Israel. Accredited by the Israel Securities Authority and by FINRA (formerly NASD), he has qualified as a registered investment advisor (RIA), is a member of the Financial Planning Association, holds a TEP designation as a member of the Society of Trust and Estate Practitioners, and is an associate of the international financial services company, Portfolio Resources Group, Inc. (Member FINRA (formerly NASD), SIPC, MSRB, NFA, SIFMA. Accounts are carried by National Financial Services, LLC., Member NYSE/SIPC, a Fidelity Investments Company.).
Doug is frequently invited to give lectures on investing, to comment on financial affairs on the radio, TV, and in local and international newspapers, and to serve as a trainer and consultant to banks in Israel. His weekly financial advice, which has appeared in The Jerusalem Post for over ten years, provides important and timely guidance to his readers. His book, Building Wealth in Israel: A Guide to International Investments and Financial Planning, is available in bookstores, on the web, or can be ordered by going towww.profile-financial.com or calling (02) 624-2788.