RUTH GOLDSTEIN, CFP®, ChFEBC℠
Managing Partner
Ruth Goldstein, Managing Partner of Mainstreet Financial Group LLC in Atlanta, is a 20-year veteran of the financial and insurance services industry. She offers investment advisory services and financial planning through Advisory Alpha, LLC, a SEC registered investment adviser, for individuals and small businesses. Our clients appreciate her ability
to address a broad range of their financial concerns by coordinating estate, tax, retirement income, and risk management planning. She is passionate and knows that in an uncertain global economy, the right advice has never been more important in helping families have the confidence and know they are on track to meet their investment goals—no matter what the environment.
• Ruth is happy to announce that she obtained her CERTIFIED FINANCIAL PLANNER ™ certification. The CFP® mark is granted to those individuals who have met the rigorous education, experience, and ethical requirements of the CFP Board, and who have passed the CFP® Exam covering the following areas: investment planning, tax planning, retirement savings, income and estate planning, professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning.
• Ruth obtained her CHARTERED FEDERAL EMPLOYEE BENEFITS CONSULTANT℠ certification in 2012. As a ChFEBC℠ Professional, she is a financial planning professional who has been specially trained in Civil Service Retirement System (CSRS) and Federal Employees’ Retirement System (FERS) annuities (pensions) and Thrift Savings Plan (401k-type account).
• She has B.A. degree in Business Administration and Marketing from American InterContinental University, a private university with its headquarters in Schaumburg, Illinois. She specializes in providing information on benefits for:
• CSRS
• CSRS Offset
• FERS
• FERS Transferees
• Federal Law Enforcement Officers
• Federal Firefighters
• Air Traffic Controllers
• National Guard & Reservists
• Customs & Border Protection Officer
Prior to establishing her own financial services firm, Ruth worked in Business, Marketing Development and recruitment in Insurance and Financial services. In 2006, seeing the need for women advisors, she accepted a position at UBS Investments for their Wealth Management training program. For 32 years, Ruth and her husband David have lived in Atlanta, GA. Their lives are intricately woven into the community through volunteering pro-bono financial advice and through volunteering at charities. They have eight children, fifteen grandchildren and a Yorkie named Jack Black. Starting in 2017, Ruth Goldstein began providing retirement planning seminars to pre-retirees and retirees. She and taught financial workshops at local colleges and co-taught Federal Employee Benefits Seminars at Federal agencies. As a follow-up to the meeting, she offers a complimentary Investment Portfolio Analysis, Retirement Income Plan, and a Federal Employee Benefits review. If you are unable to attend a seminar, she will meet with you for a complimentary meeting via Zoom or in Person. Self-Assurance through Clarity
Every decision is a financial decision. Get Financial Advice That is Tailored to You. Know exactly what you want and know you are moving towards achieving it.
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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, coaching, and education services offered through Mainstreet Financial Group. Mainstreet Financial Group is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.
