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United States, Israel
Inheritance planning, retirement planning, cross-border financial planning, investments
At Profile Investment Services, Ltd. Douglas Goldstein, CFP®, opens and maintains U.S. investment and retirement accounts from Israel. We can help you with stocks, bonds, mutual funds, and more. We are licensed in both the United States and Israel.
Percentage of assets
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 to Israel with his family. A third generation investment professional, Doug puts his clients’ best interests first and helps them realize their financial goals.
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