Wealth & Investments
Douglas Goldstein, CFP, Profile Investment Services
US + Israel, both sidesCross-border financial planning
verified 2026-08-142 sourcesconfidence highno paid placement
Cross-border financial planning that opens and maintains US investment and IRA accounts from Israel, PFIC and tax-trap aware, with inheritance and retirement planning.
- Where
- Jerusalem area, Nationwide
- Credentials
- CFP, Israel Securities Authority licensed
Contact
What people say
Community mention index
Not measured yet for this provider. We count public discussion only, on surfaces anyone can read. We do not join or scrape private groups.
This listing shows verified facts only. Community standing opens as verified olim vouch with receipts, a real, documented outcome, reviewed and signed off before it posts. Nothing here is invented.
Are you Douglas Goldstein, CFP, Profile Investment Services? You can answer anything published here. Exercise your right of reply.
Used Douglas Goldstein, CFP, Profile Investment Services? Vouch for them →