Helen Goldstein, CFP - President and CEO

Helen Goldstein, CFP®

President and CEO

As the founder and lead financial advisor of Goldstein Group Financial Advisors, Helen helps clients view their financial situation holistically, examining their day-to-day needs, investments, retirement plans, taxes, insurance, and estate planning. Helen has been in the financial services industry for more than 25 years and is an Investment Adviser Representative of Commonwealth Financial Network®. Helen believes a client's investments should be looked at in relationship to his or her entire financial picture, and this approach has helped her clients plan and navigate successful retirements.

Helen graduated from Indiana University with a bachelor’s degree in economics and finance. After graduation, she spent five years in commercial lending and money management before beginning her practice in financial planning. Helen has served as a board member of many local charities. She is past president of the board of directors of the Jewish Community Center of Indianapolis, as well as a graduate of the Stanley K. Lacy Executive Leadership Program Class XXX. Helen is on the board of directors for Girls Inc. of Greater Indianapolis (finance committee). She serves as vice president of the board of directors of the Jewish Federation, Indianapolis. Helen is also a member of the Financial Planning Association, the National Association of Women Business Owners (NAWBO), and the Women Presidents' Organization (WPO). 

Helen is married to Asaf, and they have two children—Eitan, a graduate of American University living in Israel, and Lauren, a junior at the University of Connecticut. She enjoys being with her family, playing tennis, reading, traveling, and practicing her newly acquired passion, golf.

Certifications, registrations, and licenses:

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7 and 66 securities registrations through Commonwealth
  • Indiana Long-Term Care Partnership Insurance Program, licensed agent
  • Life and health insurance licenses

Awards:

  • LL Goodman Leadership Award, Jewish Federation of Greater Indianapolis
  • Martin L. Larner Leadership Development Award
Five-Star-Award-2013-Multi-Year

 

Named a Five Star Professional Wealth Manager for 5 years

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,624 Indianapolis wealth managers were considered for the award; 413 (26 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
 

Leaders LevelHelen Goldstein is proud to have been recognized as a Leaders Level advisor—a distinction based on annual production attained by just 8 percent of advisors affiliated with Commonwealth Financial Network during 2013.