As Principal of Goldstein Advisors, Jon has been on the forefront of industry changes throughout his career. Jon has been influencing the financial industry for over 25 years, and began his practice in 1998. The Goldstein Advisors team of Financial Planners and Client Service Specialist works with over 400 clients, providing comprehensive financial planning on over $650 million in assets under management. Jon prides himself on the breadth of knowledge on his collective team. A lifetime academic, he has 10 industry-specific designations including three Master's Degrees. Jon has bolstered learning industry-wide in his roles as Adjunct Faculty at the College for Financial Planning and Senior Lecturer for the University of Wisconsin-Madison's Personal Finance program teaching Advanced Investments, Risk Management, Estate Planning, and Capstone courses. Outside of the office Jon is an avid outdoorsman, community leader and spends time with his family.Professional areas of service: Investment Management, Tax Planning Strategies, Estate Planning Strategies, Retirement Planning Strategies, Small Business, Employee Stock Options.CFP®, AWMA®, APMA®, CRPS®, CRPC®, CLU®, CLTC®, ChFC®, MPAS®, MSPFP®FINRA Series 4 Registered Options Principal FINRA Series 7 General Securities RepresentativeFINRA Series 22 Direct Participation Programs RepresentativeFINRA Series 24 General Securities PrincipalFINRA Series 31 Futures Managed FundsFINRA Series 51 Municipal Fund Securities PrincipalFINRA Series 63 Uniform Securities AgentFINRA Series 65 Uniform Investment Advisor LawCA Insurance Lic. #0D20002. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Goldstein Advisors, LLC. Goldstein Advisors and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures: https://www.kestrafinancial.com/disclosuresThird-party comments may not be representative of all client experiences. Please see website for additional information and disclosure.