Goldstein Munger & Associates

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Goldstein Munger & Associates — overview

About

Established in 1995, Goldstein Munger & Associates is a California-based wealth management and advisory firm that provides clients with financial planning, portfolio management, and the selection of other advisers. The firm serves mainly high-net-worth clients as well as individuals. As of October 4th 2022, the firm has merged with Mercer Advisors.

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