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I consider my day a success when clients make good money decisions and avoid common financial problems.
Douglas helps people who live in Israel open and maintain U.S. brokerage, investment, IRA, and 401(k) accounts. People turn to his company to help them with:
Douglas works with people who receive inheritances to help them plan and invest the money. His office gets a lot of calls because people’s U.S. investment companies or mutual funds told them that they can no longer be clients. His firm is happy to help people who have an address in Israel open U.S. investment accounts. People contact him because they’ve seen my weekly piece in “The Jerusalem Post” or because they listen to my radio show, “The Goldstein On Gelt Show.”
As the head of Profile Investment Services, Ltd., Douglas meets with clients in his Jerusalem office to help them plan their retirement, deal with inheritances, and invest their money.
He is a licensed financial professional both in the U.S. and Israel. Douglas began his career on Wall Street in 1992 at Dean Witter, and later moved with his family to Israel. He's accredited by the Israel Securities Authority as an investment advisor, holds the designations of Certified Financial Planner™, Registered Investment Advisor, and Trust and Estate Practitioner, and a member of both the Financial Planning Association and of the Society of Trust and Estate Practitioners.
Douglas likes teaching and is frequently invited to give lectures as well as teach college courses on investing. He wrote a few books on investing, two of which became best sellers.
Douglas' mother and grandmother were both stock brokers and taught him the importance of educating clients about handling their money wisely. And now, his wife (also an investment advisor) and Douglas teach their own children the same lessons. Douglas wants his clients to understand why and how they are investing, and frequently get feedback that he explain complicated concepts in simple language.