Corey Goldstein, CFP®, CPWA®, CEPA® is an Advisor at SEIA with over a decade of experience in financial services. He began his career in investment banking, facilitating buy-side transactions in the lower middle-market, and most recently served as a Vice President in the Consumer Investments Division at Bank of America Merrill Lynch.
Specializing in serving high-net-worth individuals and families, Corey focuses on providing customized exit planning strategies and solutions for privately held business owners. With a solid educational foundation and years of practical experience, he navigates the financial landscape with precision and insightful analysis, delivering customized solutions that align with each client’s objectives.
Corey earned a Bachelor of Science from the University of Missouri and an MBA with a finance concentration from Grand Canyon University. He furthered his education at the Yale School of Management, earning the Certified Private Wealth Advisor (CPWA®) designation. His commitment to professional growth is highlighted by his additional certifications as a Certified Financial Planner® professional and Certified Exit Planning Advisor (CEPA®).