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Edward Craig Goldstein

Financial Life Planning, LLC

Marlton, NJ

CRD 4388962

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Employer firm

Financial Life Planning, LLC CRD 147011

$23.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Life Planning, Llc

10,000 Lincoln Drive East Suite 201, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
PA RA APPROVED 2008-10-06
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • PA RA
    APPROVED
    Since 2008-10-06

Branch Locations

10,000 Lincoln Drive East Suite 201, Marlton, NJ 08053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Life Planning, Llc Marlton NJ 06/2008 Present
Previous Registrations
  • 2007-01-31 → 2008-12-31
    Liberty State Wealth Management, Inc.
    Cherry Hill, NJ
  • 2004-04-13 → 2007-02-02
    Osaic Fa, Inc.
    Cherry Hill, NJ
    Cherry Hill, NJ
  • 2002-07-02 → 2003-01-03
    Equitable Advisors, Llc
    Marlton, NJ
Other Businesses

INVESTMENT ADVISOR REPRESENTATIVE WITH FINANCIAL LIFE PLANNING, LLC; MANAGED FEE BASED INVESTMENTS; FINANCIAL PLANNING CONSULTING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-12
  • S66 Uniform Combined State Law Examination
    2001-05-12
Designations
  • Certified Financial Planner
Other Names
  • Ed Goldstein

View on SEC IAPD

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