As Managing Director and Senior Financial Advisor, Sandy Goodstein provides expert financial planning and wealth management services to Wescott’s clients. Working with the firm’s multi-disciplined Client Services Team, she is responsible for establishing and maintaining client relationships, providing financial planning and investment advice, retaining and increasing client assets under management and supporting Wescott’s Sales and Marketing teams in the acquisition of new client business.
She is a member of Wescott’s Investment Committee, which is responsible for the firm’s asset allocation models and investment strategies. She is also a member of Wescott’s Compliance, Sales and Marketing Committees. Sandy also serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
Sandy has more than 30 years’ experience in the financial services industry working with individuals and families on their financial planning needs. Prior to joining Wescott, she was Managing Principal at Goodstein & Associates, LLC for 11 years and previously was a financial advisor with a multinational financial services corporation for more than 20 years.
Sandy is a member of the Financial Planning Association, the Institute for Divorce Financial Planners, the Financial Divorce Association and the Society of Financial Services Professionals. She is a Certified Divorce Financial Analyst and a Certified Financial Planner™.
Sandy received her bachelor’s degree in communications from Temple University and her master’s degree in financial services from American College of Financial Planning.
Sandy is a past treasurer of Legacy Youth Tennis and Education, and currently serves on the organization’s advisory board. She resides in Huntingdon Valley, Pennsylvania, with her husband, Arthur Rosenblatt. They have five adult children.