Kelly Goldstein, CFP at Full Spectrum Financial Group

Kelly Goldstein, CFP at Full Spectrum Financial Group Providing expert financial solutions to Individuals, Families & Business Owners Kelly Goldstein is not licensed in all jurisdictions.

As a dedicated Financial Services Professional, Kelly Goldstein provides trusted guidance and innovative solutions to help her clients attain financial security for their families and businesses. She brings a valuable skill set to her clients with significant Para-Planning experience, holding her FL 2-15 License for Life, Health & Annuities, being a Registered Representative and earning her Master

of Business Administration from Saint Leo University. The first step in reaching your goals is to schedule a complimentary meeting with Kelly to discuss what is most important to you. Together, you will construct an optimal strategy focused on your unique objectives.
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306 N. Rhodes Ave. • Suite 110
Sarasota, FL 34237
Office: (941) 866.6570
www.FullSpectrumFinancialGroup.com
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Kelly Goldstein is a Financial Adviser offering Investment Advisory Services through Eagle Strategies LLC a Registered Investment Adviser and Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC) a Licensed Insurance Agency. Kelly Goldstein is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Full Spectrum Financial Group, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Full Spectrum Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. CFP Board owns the certification mark CERTIFIED FINANCIAL PLANNER™ in the U.S.

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Truly exceptional conference in a beautiful location. 🏔️

DAY 1: Address from President and VP + Honors Dinner
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There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
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There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4hrMpzX
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

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Address

Sarasota, FL
34237

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19418666570

Website

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