About us

In today’s complex world marked by interdependent markets, global interests, and changing tax requirements, it can be difficult to have confidence and peace of mind when it comes to your financial life. 

Goldstein Financial Services practice understands this and the unique challenges you face in managing your wealth and planning for the future. The professionals in our practice offer the judgment, experience and capability required to help you achieve your goals now and for future generations.

Our team

Steve Goldstein

Wealth Management Advisor

Mr. Goldstein leads the investment efforts for GoldStein Financial Services. GoldStein Financial Services is focused on pursuing and securing the best investment managers and firms to meet our client's objectives. The basis of manager search, due diligence and implementation is done through a quantitative and qualitative process.

Deborah McDonald
Certified Wealth Practitioner
Deborah McDonald has been providing exemplary financial services throughout the U.S. with her innovative pre- and post-retirement and estate planning solutions for more than 40 years. Deborah specializes in working closely with her clients to create personalized, sound estate and retirement plans.

Roger Kobernick
Certified Public Accountant

Roger has more than 25 years of public accounting experience in accounting and auditing, and serves local government and special districts, not-for-profit organizations, construction businesses, and a variety of privately held commercial enterprises. In addition, Roger coordinates a variety of consulting engagements.