OUR TEAM
Steven M. Goldsmith
Steven M. Goldsmith
CFP®, ChFC®, MBA
35 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
- Five Star Wealth Manager, 2026
- 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
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
ChFC® Chartered Financial Consultant®
The Chartered Financial Consultant® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth managers do not pay a fee to be considered or placed on the final list of year 2026 Five Star Wealth Managers.
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.
