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
- LL Goodman Leadership Award, Jewish Federation of Greater Indianapolis
- Martin L. Larner Leadership Development Award
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.
Helen 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.
Basia (pronounced Basha) oversees all internal operations of the firm. She issues client checks, coordinates appointments, and manages the logistics of the office.
Basia graduated from Copernicus University in Poland, and she brings an extensive background in the financial services industry to our firm. Most recently, she worked directly with clients and provided customer support as a relationship banker with the National Bank of Indianapolis. She was also the manager of customer service for a large, closely held company in Indianapolis, where she served as the primary contact for key customers and large distributors. Her critical contributions to these companies translate into keeping Goldstein Group Financial Advisors organized and running smoothly.
In her free time, she enjoys traveling, reading, outdoor activities, and attending Colts and Pacers games with her husband, Dan.
Manager of Financial Planning Services
Amanda coordinates client service and action items, serves as a reference point for many client questions, and oversees investments. She meets with clients to gather data and implement financial plans. Amanda has extensive experience in financial planning, with more than 11 years working directly with clients. She provides the critical follow-up needed to ensure that our clients are meeting their goals.
Amanda graduated from Purdue University with a bachelor’s degree in business management with minors in finance and international business and economics. In her spare time, she enjoys spending time with her family, including her husband, Ryan, and two-year-old daughter, Morgan. She loves watching football (especially the University of Michigan!) and gardening.
Wealth Management Analyst
Jesse comes to us with close to 15 years of experience working with entrepreneurs and individuals to help address their business and financial planning needs. Jesse worked as a public accountant at Katz, Sapper & Miller before starting his own Business Advisory practice in 2009. Jesse graduated with a Bachelor’s of Science degree in Accounting & Finance from Indiana University’s Kelley School of Business.
Jesse has been Goldstein Group’s Business Manager since 2012, where he has proven to be knowledgeable, ethical and hard working.
Jesse will be helping us to help you with tax related financial planning issues, as well as introducing clients to Goldstein Group.
Jesse is married with four children and lives in Zionsville. His wife, Rebecca, is currently serving in the Indiana Army National Guard as an Intelligence Analyst. Their oldest daughter, Bellah, has completed her first year of College at IUPUI, majoring in Forensics. Their daughter, Evita, is an 8th grader, and their son, Isaac, is a 4thgrader in Zionsville. Their youngest daughter, Emilia, is a very curious and active 15-month-old, enjoying getting into everything! Jesse enjoys spending time with his family, running in marathons, exploring creative cooking, and reading.
Wealth Management Analyst
Stephanie joins Goldstein Group as a Wealth Management Analyst. She comes to us from the Trading Desk at Charles Schwab. In this position, she learned about market mechanics and investment analysis techniques.
While Stephanie found this to be very exciting and educational, her interest has always been in personal financial planning and investment management for individuals. She will be shadowing Amanda and Helen, learning the day-to-day operations of our firm. Stephanie has a Series 7 securities registration and in the next few months will begin her training to receive the CERTIFIED FINANCIAL PLANNER™ certification.
Stephanie was born and raised in the Greater Indianapolis area. Staying true to her roots, she attended Indiana University Bloomington where she obtained a Bachelor of Science in Psychology and Neuroscience. She then went on to earn a Master of Business Administration (MBA) from Western Governors University. Stephanie enjoys spending time with her husband, Zac, an Executive Chef at BJ’s Brewhouse, and their Weimaraner, Gargoyle. She is a die-hard St. Louis Cardinals baseball fan and attends as many Cardinals home and away games as possible during the season. Stephanie and Zac enjoy hiking, working in the yard together, and spending time with their large extended families.