Mark Goldstein, CFP®

Mark Goldstein, CFP® – President of Safe Money Alliance Mark Goldstein, CFP®, is a distinguished financial professional and the President of Safe Money Alliance serving clients in Naples, Florida, specializing in helping retirees and pre-retirees safeguard their wealth and create financial strategies designed to ensure their money lasts a lifetime. With decades of experience, Mark has built a reputation for guiding clients through the complexities of retirement planning, wealth preservation, and financial security with a personalized, client-focused approach. Beyond his advisory work, Mark has played a pivotal role in the financial industry by founding and leading a national insurance marketing organization that recruited, trained, and managed over 1,200 independent insurance and financial professionals. His expertise spans a broad spectrum of financial solutions, including annuities, life insurance, health and disability insurance, long-term care insurance, and Medicare supplements....