Corey Goldstein, CFP®, CPWA®, CEPA®, joined SEIA as an Associate Advisor in 2024, bringing over a decade of experience in financial services. He began his career in investment banking, facilitating buy-side transactions in the lower middle-market, and most recently served as a Vice President in the Consumer Investments Division at Bank of America Merrill Lynch.
Specializing in serving high-net-worth individuals and families, Corey focuses on providing customized exit planning strategies and solutions for privately held business owners. With a solid educational foundation and years of practical experience, he navigates the financial landscape with precision and insightful analysis, striving to deliver customized solutions that align with each client’s objectives.
Corey earned a Bachelor of Science from the University of Missouri and an MBA with a finance concentration from Grand Canyon University. He furthered his education at the Yale School of Management, earning the Certified Private Wealth Advisor (CPWA®) designation. His commitment to professional growth is highlighted by his additional certifications as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Exit Planning Advisor (CEPA®).