Broker Check

(424) 363-6862

At Brentwood Financial Advisors, we have the client-and only the client-in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the depth of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Brentwood Financial Advisors takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

<span>Managing Partner</span>

Managing Partner

Lawrence I. Goldstein, Founder


He began his career in the investment industry after enjoying a prosperous fifteen year career as a senior executive in healthcare services as both a CEO and COO of several national healthcare companies. Larry was a co-creator of the...

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<span>Partner</span>

Partner

Brooke C. Goldstein, CIMA®, Co-Founder


Brooke began her professional career in 2010 in the advertising industry, working for three of the largest worldwide advertising agencies Ogilvy & Mather, Team One, and Lowe Campbell Ewald. She holds the Certified Investment Management...

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Brentwood Financial Team

Marty Kulman

Marty Kulman

Vice President, Financial Consultant

(424) 363-1960

(424) 363-6682

Denise Schachne

Denise Schachne

Client Service Director

(424) 363-1198

Michelle Sule Stewart

Michelle Sule Stewart

Senior Client Service Associate

(424) 363-1578

Maria Ybanez

Maria (Vicky) Ybanez

Senior Client Service Associate

(424) 363-1565

Cetera Investment Management LLC

Cetera Investment Management LLC

Cetera Investment Management provides investment expertise in the form of tools and insights that can help your advisor deliver advice that best meets your needs, including:

  • In-depth market perspectives
  • Timely economic insights
  • Asset allocation guidance
  • Money manager recommendations
  • Model portfolios
  • Performance monitoring tools
Learn more

When clicking on the link above you will be redirected to the www.cetera.com website.

Resource Partners

Stanley R. Smiley, ESQ

Stanley R. Smiley, ESQ

Senior Vice President, Advanced Planning Group

Zarina Sullivan

Zarina Sullivan

Senior Advanced Planning Consultant

Juliet A. Hendrickson, ESQ

Juliet A. Hendrickson, ESQ

Senior Attorney, Advanced Planning Group

Robert H. Pothier ESQ.

Robert H. Pothier ESQ.

Attorney, Advanced Planning Group

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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