Director
Douglas Goldstein, CFP®
doug@profile-financial.com I consider my day a success when clients make good money decisions and avoid common financial problems. My mother and grandmother were both stock brokers and taught me the importance of educating clients about handling their money wisely. And now, my wife (also an investment advisor) and I teach our own children the same lessons. I want my clients to understand why and how they are investing, and frequently get feedback that I explain complicated concepts in simple language. I’m also a best-selling financial author, financial podcaster, a consultant to banks, and teach college classes in personal finance. See my licenses.- Licensed by the Israel Securities Authority as an Investment Marketer (Sheevook Hashka’ot)
- Certified Financial Planner™ professional (CFP)
- GFP®️ (Global Financial Planning Professional)
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Holds the following registrations with FINRA and the SEC in the United States
- General Securities Representative Examination (Series 7);
- General Securities Sales Supervisor Examination (Series 8);
- Futures Managed Funds Examination (Series 31);
- Uniform Securities Agent State Law Examination (Series 63);
- Uniform Investment Adviser Law Examination (Series 65).
Douglas Goldstein, CFP®, GFP® Certified to advise on U.S. financial planning matters by the CFP Board USA
Check the background of this investment professional on FINRA BrokerCheck View my license verification on the Israel Securities Authority License Lookup site
Vice President, Client Services
Sandy Ohana
sandy@profile-financial.comSandy has a strong background in bank management, including compliance, new accounts, documentation, employee training, and operations. She oversees client services, and epitomizes the Profile “client first” philosophy in her activities.
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Wealth Consultant
Efraim Goldstein
efraim@profile-financial.comA fourth-generation financial professional, Efraim brings both continuity and a modern perspective to the team. He helps clients understand their goals and builds portfolios that support them. He has degrees in business and economics, is licensed by the Israel Securities Authority as Sheevook Hashka’ot and is registered with FINRA as a General Securities Representative (Series 7). (Check the background here and here)
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Office Manager
Yoram Ohana
yoram@profile-financial.comYoram has worked in the investment world since 2005, leveraging his diverse background across various industries. He is adept at guiding clients through onboarding, transferring funds, online lookup and more, ensuring client experience is smooth and efficient.
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Chief Financial Officer
BatSheva Goldstein
batsheva@profile-financial.comBatSheva oversees Profile’s finances. She holds U.S. securities licenses (Series 7 and 63) from FINRA (Check the background of this investment professional on FINRA BrokerCheck).
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Portfolio Resources Group, Inc., member FINRA, SIPC, MSRB, FSI, gives clients access to world financial markets. With clients in more than 35 countries, and domestically in the United States, the PRG group of companies also provides Profile clients access to leading, secure custodial technology platforms such as Pershing LLC., a BNY Mellon corporation, and Envestnet, one of the largest providers of wealth management services with some $5 trillion in client assets.
