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    Lawrence Goldstein

    Managing Partner-Founder Brentwood Financial Advisors

    Lawrence Goldstein is the Managing Partner-Founder of Brentwood Financial Advisors, a wealth management firm located in Los Angeles, CA.14 He transitioned into the investment industry after a successful 15-year career as a senior executive in healthcare.3 Goldstein's background includes managing medical group companies and hospital systems, particularly in behavioral health.1 He moved to California in late 1988 and built one of the largest private practice behavioral health companies in Southern California.1

    After his healthcare ventures, including involvement in a publicly traded behavioral group practice and a venture capital-based integrative medical group project, Goldstein decided to enter the wealth management field.1 He founded Brentwood Financial Advisors, where he offers securities and advisory services through Cetera Advisor Networks LLC.2

    At Brentwood Financial Advisors, Goldstein and his team focus on personalized financial planning and investment strategies. They emphasize building relationships with clients, creating tailored financial plans, and finding appropriate investments to meet individual needs.1 The firm specializes in areas such as tax-free income strategies, particularly relevant for clients in high-tax states like California.1

    Goldstein's LinkedIn username is lawrence-goldstein-447ba6170, as mentioned in the query.

    Highlights

    Larry Goldstein and Brooke Goldstein, Beverly Hills, CA

    Related Questions

    What inspired Lawrence Goldstein to transition from the healthcare industry to wealth management?
    How has Lawrence Goldstein's background in healthcare influenced his approach to financial advising?
    What are some key strategies Lawrence Goldstein uses to build trust with his clients?
    How did Lawrence Goldstein and Brooke Goldstein meet and decide to start Brentwood Financial Advisors?
    What makes Brentwood Financial Advisors different from other wealth management firms?