Entrepreneurs and families who need thoughtful consideration rely on us for careful planning regarding their financial future and highly personalized service and investment strategies.
As a team, in Brentwood Financial Advisors we average over 30 years of experience. We use our collective wisdom to truly understand you and your family’s personal and financial goals.
Our clients appreciate that we go above and beyond the traditional investment advice model. We changed the paradigm. We are about relationships.
Brentwood Financial Advisors is seasoned in complex wealth management needs.
Personalized service and tailored investment solutions are critical components of our offering.
We will guide you through a strategic wealth management process so that your asset allocation, market efficiency, and taxation align with your goals.
"The quality of care over the last ten years as a client has been impressive. I trust Brentwood Financial Advisors to handle my investments and to keep my best interests in mind. The advisors are always attentive and responsive to me which is why I continue to rely on them."
-Peter Collins, Music Producer, Bon Jovi, Rush, Alice Cooper, and Elton JohnNashville, TN
"Their availability and responsiveness is very important to me. Whether I need a information on a timely investment, or advice, they always make themselves available to me. Brentwood Financial Advisors give me critical advice and information I need to make informed decisions about my investments. That's why I've continued to work with them for 20+ years."
-George Yager, Thoroughbred Stable Owner and Breeder
This testimonial and/or endorsement was given by a client of the financial advisor, and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional. Brooke and Larry Goldstein are Financial Advisors with Securities and advisory services offered through Cetera Advisor Networks LLC, “(doing insurance business in CA as CFGAN Insurance Agency LLC)” member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Lawrence Goldstein CA Insurance License # 0C72278, Brooke Goldstein CA Insurance License # 0K94812.