Broker Check
Paul Goldstein, MBA

Paul Goldstein, MBA

Personal Background:

I have always had a passion for helping others. I have lived in the upstate of South Carolina for over 15 years and now have been in the financial services sector for 8 years. I have two Catahula Cur/Pitbulls and enjoy yard work, golf and live music. 


Professional Philosophy:
My goal is to empower clients to gain more confidence and to enjoy a better quality of life. I joined Consolidated Planning, Inc. to help clients understand their full
“financial picture”. My objective is to help clients develop a vision and work with them to achieve their financial objectives.
My particular focus is working with families and small business owners. I assist clients in developing their own customizable plan with comprehensive strategies designed to allocate every dollar on their personal balance sheet. I address optimizing cash flow while paying down debt. I also help clients with college funding, wealth transfer, and any other concern my clients may encounter.


Strategies: 

  • Improved Level of Savings
  • Improved Cash Flow Management
  • Tax Efficiency Strategies
  • Protection Strategies
  • Minimizing Debt Strategies
  • Financial Balance and Confidence
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    Registered Representative of Park Avenue Securities & Financial Representative