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RIA / WealthAdvisorCertified Financial Planner25 years in industry

EDWARD CRAIG GOLDSTEIN

Advisor at FINANCIAL LIFE PLANNING, LLC

MARLTON, NJ

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Search this name across graphsid dfx:ria:b62984e3-b535-40f6-6399-04125cdc0c8d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FINANCIAL LIFE PLANNING, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 12, 2001
First registration: Jul 2, 2002
Dual registered: no
Other names: ED GOLDSTEIN
IAPD individual key: 4388962

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FINANCIAL LIFE PLANNING, LLC	State registered	Oct 6, 2008	n/a	yes	MARLTON, NJ	Current employment
LIBERTY STATE WEALTH MANAGEMENT, INC.	n/a	Jan 31, 2007	Dec 31, 2008	no	CHERRY HILL, NJ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 13, 2004	Feb 2, 2007	no	CHERRY HILL, NJ\|CHERRY HILL, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 2, 2002	Jan 3, 2003	no	MARLTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LIBERTY STATE WEALTH MANAGEMENT, INC.	FINANCIAL LIFE PLANNING, LLC	Dec 31, 2008	Oct 6, 2008	-86	Firm change after gap	Other
OSAIC FA, INC.	LIBERTY STATE WEALTH MANAGEMENT, INC.	Feb 2, 2007	Jan 31, 2007	-2	Firm change	Other
EQUITABLE ADVISORS, LLC	OSAIC FA, INC.	Jan 3, 2003	Apr 13, 2004	466	Firm change after gap	Other

Relationships

Registered with (4)

→ FINANCIAL LIFE PLANNING, LLCRegistered adviserregistration: current employment
Oct 6, 2008 to presentfactForm ADV
→ LIBERTY STATE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 31, 2007 to Dec 31, 2008factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 13, 2004 to Feb 2, 2007factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 2, 2002 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.