Jared  Goldstein

Jared Goldstein

Wealth Management Associate

Jared joined the Professional Wealth Associates team in August of 2023 following a 20-year career in law enforcement with the NYPD.  Prior to joining the Police Department, he held the Series 6 and 63 Securities registrations as well as his New York Life and Health Insurance license while working as a Life Insurance Agent with AFLAC.  Following AFLAC, Jared spent several years as a Financial Advisor with Mutual, Inc.

Jared currently holds a Life and Health Insurance license in New York.  He specializes in Pension Maximization using specific types of Life policies for individuals in the pension system who have spent their careers serving their communities.   

Jared attended Hobart College for two years where he was a member of the Hobart Statesmen soccer team. He then finished his education at SUNY Binghamton where he received a Bachelor’s Degree in Economic Analysis and played baseball for the Binghamton Bearcats.