OUR TEAM
Steven M. Goldsmith
Steven M. Goldsmith
CFP®, ChFC®, MBA
33 Years of Experience
Interests
- I enjoy golf, biking, skiing and snowmobiling – especially with my son Ben.
- I especially enjoy travelling, learning about the many cultures and their nuances and creating friendships with folks from all different “walks of life”.
- God is a guiding light in my life as I seek to leave all people better off for having met me.
Education
- Farleigh Dickinson University: Master of Business Administration in Accounting & Finance
- Rutgers University; Bachelor of Arts-Economics
Awards & Recognition
- Ameriprise Circle of Success 1994 – 2015
- Ameriprise Diamond Ring Club membership acheived In 2008
- Member of MDRT (Million Dollar Round Table) for Insurance
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER practitioner
- ChFC® Chartered Financial Consultant
Steven M. Goldsmith is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
