Professional
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"I love what I do because it has a lasting, meaningful impact on the lives of people I care about."
– Scott Goldstein
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Scott Goldstein’s mission is to serve responsible, caring individuals who wish to protect and accumulate their financial resources to accomplish their personal goals. Scott Goldstein feels strongly about service, in the truest sense of the word.
"Who I am as a family man and community member has as much to do with the quality of my work as the professional training I’ve received – perhaps more," explains Scott Goldstein. "My experiences and accomplishments underlie everything I do."
Education
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Major Name |
School |
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Bachelor of Science
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Marketing and Management
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University of Oregon
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Master of Science
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Communications
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Syracuse University
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Professional Designations/Certifications
Scott has earned the designations of Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), as well as the Chartered Financial Consultant (ChFC) certification.
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Certified Financial PlannerTM (CFP®)
The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Chartered Life Underwriter (CLU)
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
Chartered Financial Consultant (ChFC)
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
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Associations and Memberships
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Previous Professional Involvement
Compliance and Best Practices Committee
Scott was the 2006-2007 Chairperson of Northwestern Mutual Financial Representative Association's (FRA) Compliance/Best Practices Committee. The mission of the Compliance and Best Practices Committee is to partner proactively with Northwestern Mutual's corporate office to create and maintain best business practices that comply with all applicable regulations and company policies, meet or exceed industry standards, and demonstrate the highest standards of professional and ethical behavior.
Current Professional Involvement
Advanced Security Planning Committee Scott is a current memeber of the Financial Planning and Advacned Sales Support Committee. The mission of the Financial Planning and Advanced Sales Support Committee is to provide input regarding strategies and techniques for supporting activity in the advanced markets, as well as supporting the development and management of a planning culture in the Network offices.
Northwestern FRA Board Scott has been a member of the Northwestern FRA Board since 2007. The Financial Representatives Association, organized in 1908, provides the organized, corporate structure through which Financial Representatives can help improve the system. FRA provides a consistent, unified voice in representing the issues for the benefit of all concerned. FRA Field Delegates, Committee Members and Board Members are NMFN Financial Representatives who volunteer their time and talent. FRA has sixteen field committees which match up with identical Home Office committees. These Committees meet two times per year, with the Home Office, to discuss field issues, suggestions and priorities.
National Association of Insurance and Financial Advisors (NAIFA)
Scott is currently a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
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