Whitney Goldstein, CFP®

Whitney Goldstein, CFP®, is a financial advisor at Baird who, along with Jay Goldstein, operates The Goldstein Group. With a background in biology from top institutions like MIT and NYU, Whitney brings a unique perspective to financial planning. Their client-centric approach focuses on individual needs, from wealth accumulation to retirement and legacy planning. Whitney's experience as an instructor and researcher adds depth to the services provided, utilizing Baird's resources and external professionals to cater to clients' diverse financial goals.