Jared Goldstine
Retirement Income Certified Professional (RICP®) | Empowering a Secure, Work-Optional Lifestyle with Low-Fee Investing, Comprehensive Insurance, and Tailored Retirement Strategies at Stirlingshire Investments
- Role
- VP of Investments at Stirlingshire
- Location
- Buffalo Grove, IL, US
- LinkedIn followers
- 500 followers
About Jared Goldstine
As a Retirement Income Certified Professional (RICP®) with 16+ years in finance, I guide…
Experience
VP of Investments
Apr 2025 — Present · Buffalo Grove, IL, US
As a Retirement Income Certified Professional (RICP®) at Stirlingshire Investments, I specialize in empowering clients to achieve a secure, work-optional lifestyle through personalized retirement strategies. My role involves crafting tailored plans that focus on low-fee investment management, sustainable retirement income, and comprehensive insurance solutions, including life, disability, and long-term care coverage. By leveraging diversified portfolios, annuity strategies, and wealth preservation techniques, I help clients navigate market volatility and plan for future expenses like healthcare and travel. Connect with me to explore how I can design a proactive financial strategy to turn your retirement dreams into reality with confidence and peace of mind.Securities offered through Stirlingshire BD, member FINRA/SIPC. Investment advisory services offered through Stirlingshire RIA, a registered investment adviser. Stirlingshire BD and Stirlingshire RIA are separate entities. Insurance and Annuities are offered through Highland Capital, RetireOne and Guardian Life Insurance Company.
Education
University of California, Los Angeles
Doctor of Philosophy (PhD)
Skills
- Venture Capital
- Microsoft Office
- Sales
- Customer Service
- Team Building
- Business Strategy
- Teaching
- Leadership
- Strategy
- Marketing Strategy
- Research
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