AeroLeads people directory · profile

Corey Goldstein, Cfp®, Cpwa®, Cepa® Email & Phone Number

Associate Advisor at Signature Estate & Investment Advisors at Signature Estate & Investment Advisors, LLC
Location: Phoenix, Arizona, United States 3 work roles 2 schools
1 work email found @merrilledge.com 1 phone found area 602 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email c****@merrilledge.com
Direct phone (602) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Associate Advisor at Signature Estate & Investment Advisors
Location
Phoenix, Arizona, United States
Company size

Who is Corey Goldstein, Cfp®, Cpwa®, Cepa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Corey Goldstein, Cfp®, Cpwa®, Cepa® is listed as Associate Advisor at Signature Estate & Investment Advisors at Signature Estate & Investment Advisors, LLC, a company with 112 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at merrilledge.com, phone signal with area code 602, and a matched LinkedIn profile for Corey Goldstein, Cfp®, Cpwa®, Cepa®.

Corey Goldstein, Cfp®, Cpwa®, Cepa® previously worked as Associate Advisor at Signature Estate & Investment Advisors, Llc and Vice President at Bank Of America Merrill Lynch. Corey Goldstein, Cfp®, Cpwa®, Cepa® holds Masters Of Business Administration, Mba from Grand Canyon University.

Company email context

Email format at Signature Estate & Investment Advisors, LLC

This section adds company-level context without repeating Corey Goldstein, Cfp®, Cpwa®, Cepa®'s masked contact details.

*@merrilledge.com
68% confidence

AeroLeads found 1 current-domain work email signal for Corey Goldstein, Cfp®, Cpwa®, Cepa®. Compare company email patterns before reaching out.

Profile bio

About Corey Goldstein, Cfp®, Cpwa®, Cepa®

Corey Goldstein, Cfp®, Cpwa®, Cepa® is a Associate Advisor at Signature Estate & Investment Advisors at Signature Estate & Investment Advisors, LLC.

Current workplace

Corey Goldstein, Cfp®, Cpwa®, Cepa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, Llc
Associate Advisor at Signature Estate & Investment Advisors
los angeles, california, united states
Website
Employees
112
AeroLeads page
3 roles

Corey Goldstein, Cfp®, Cpwa®, Cepa® work experience

A career timeline built from the work history available for this profile.

M&A Origination Associate- Private Equity

May 2014 - Dec 2016
Team & coworkers

Colleagues at Signature Estate & Investment Advisors, LLC

Other employees you can reach at seia.com. View company contacts for 112 employees →

2 education records

Corey Goldstein, Cfp®, Cpwa®, Cepa® education

Masters Of Business Administration, Mba

Grand Canyon University

Bachelor'S Degree

University Of Missouri System
FAQ

Frequently asked questions about Corey Goldstein, Cfp®, Cpwa®, Cepa®

Quick answers generated from the profile data available on this page.

What company does Corey Goldstein, Cfp®, Cpwa®, Cepa® work for?

Corey Goldstein, Cfp®, Cpwa®, Cepa® works for Signature Estate & Investment Advisors, LLC.

What is Corey Goldstein, Cfp®, Cpwa®, Cepa®'s role at Signature Estate & Investment Advisors, LLC?

Corey Goldstein, Cfp®, Cpwa®, Cepa® is listed as Associate Advisor at Signature Estate & Investment Advisors at Signature Estate & Investment Advisors, LLC.

What is Corey Goldstein, Cfp®, Cpwa®, Cepa®'s email address?

AeroLeads has found 1 work email signal at @merrilledge.com for Corey Goldstein, Cfp®, Cpwa®, Cepa® at Signature Estate & Investment Advisors, LLC.

What is Corey Goldstein, Cfp®, Cpwa®, Cepa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 602 for Corey Goldstein, Cfp®, Cpwa®, Cepa® at Signature Estate & Investment Advisors, LLC.

Where is Corey Goldstein, Cfp®, Cpwa®, Cepa® based?

Corey Goldstein, Cfp®, Cpwa®, Cepa® is based in Phoenix, Arizona, United States while working with Signature Estate & Investment Advisors, LLC.

What companies has Corey Goldstein, Cfp®, Cpwa®, Cepa® worked for?

Corey Goldstein, Cfp®, Cpwa®, Cepa® has worked for Signature Estate & Investment Advisors, Llc, Bank Of America Merrill Lynch, and Dinan & Company.

Who are Corey Goldstein, Cfp®, Cpwa®, Cepa®'s colleagues at Signature Estate & Investment Advisors, LLC?

Corey Goldstein, Cfp®, Cpwa®, Cepa®'s colleagues at Signature Estate & Investment Advisors, LLC include Richard Kim, Christopher Lindholm, John Rasic, Cfa®, Cfp®, Aif®, Jennifer Kim, and Ilya Solovey.

How can I contact Corey Goldstein, Cfp®, Cpwa®, Cepa®?

You can use AeroLeads to view verified contact signals for Corey Goldstein, Cfp®, Cpwa®, Cepa® at Signature Estate & Investment Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Corey Goldstein, Cfp®, Cpwa®, Cepa® attend?

Corey Goldstein, Cfp®, Cpwa®, Cepa® holds Masters Of Business Administration, Mba from Grand Canyon University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.