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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.