David Goldstein joined WealthPlan Partners in 2022 after working with other firms and broker/dealers since 1987. David has always had a passion for this industry and enjoys helping individuals, families, and businesses to make sure their investments are there for them when they need them. David’s passion for what he does and how he helps individuals is so strong he says he will “never quit or retire”.
While David resides in Rancho Mirage, CA he was born and raised in Souix City, IA, and spent his early years in the Air Force receiving an honorable discharge before making his way into wealth management.
When David is not working with clients, he spends his time golfing and spending time with loved ones in sunny California.
Rancho Mirage, CA 92270