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ABOUT WESCOTT: Our TEAM
Experts at Your Table

Sandra E. Goodstein

MSFS, CFP®, CDFA
Emeritus Financial Advisor

As Emeritus Financial Advisor, Sandy Goodstein provides expert financial planning and wealth management advice to Wescott’s clients in collaboration with their full advisory team.

Sandy has over 40 years of experience in the financial services industry working with individuals and families on their financial planning needs.  Prior to joining Wescott, she was Managing Principal at Goodstein & Associates, LLC for 11 years and previously was a financial advisor with a multinational financial services corporation for more than 20 years.

Active in the financial planning community, Sandy is a member of the Financial Planning Association, the Institute for Divorce Financial Planners, the Financial Divorce Association and the Society of Financial Services Professionals.

A Certified Divorce Financial Analyst and a CERTIFIED FINANCIAL PLANNER® professional, Sandy received her bachelor’s degree in communications from Temple University and her master’s degree in financial services from American College of Financial Planning.

Sandy proudly serves on the Advisory Board and the Executive Committee for Our Generation Speaks.  She resides in Huntingdon Valley, Pennsylvania, with her husband, Arthur Rosenblatt.  They have five adult children.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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