Mark Goldstein, CFP® — President of Safe Money Alliance, Naples, Florida
Protecting Your Wealth. Securing Your Retirement.
Mark Goldstein, CFP®, is the President of Safe Money Alliance, headquartered in Naples, Florida. He serves retirees and pre-retirees throughout Florida and across the United States, helping them safeguard their wealth and create financial strategies designed to ensure their money lasts a lifetime. With decades of experience, Mark Goldstein has built a reputation for guiding clients through the complexities of retirement planning, wealth preservation, and financial security with a personalized, client-focused approach.
SafeMoney Certified™
Mark Goldstein, CFP® is SafeMoney Certified — Trusted Retirement Planning Professional
Home Office
Naples, Florida
Licensed In
All States except NY, NJ, CT, NH, VT, RI
Experience
30+ Years
Regulatory History
No Issues
Planning Approach
Best Interest Based
Focus Areas
Fixed Annuities, Indexed Annuities, Life Insurance, Retirement Income Planning
Fee Disclosure
Provided Upon Request
Industry Leadership and Professional Background
Beyond his advisory work, Mark Goldstein 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.
Education and Unique Perspective
Mark Goldstein's career began in the arts. He is a 1972 graduate of the School of the Art Institute of Chicago and spent over two decades as a freelance artist and President of The M&M Graphic Connection in Chicago. This diverse background has shaped his ability to think creatively and approach financial planning with a unique perspective, helping clients navigate challenges with innovative solutions.
Commitment to Client Empowerment and Continuous Learning
Mark Goldstein's passion lies in empowering individuals to grow, protect, and transfer their wealth, always with the goal of enhancing their quality of life and providing financial peace of mind. He is deeply committed to continuous learning, staying ahead of industry trends through trade publications, online financial resources, and an impressive habit of reading an average of one investment or personal finance book per week.
Personalized Approach to Financial Advising
Mark Goldstein's approach to financial advising is rooted in understanding each client's unique needs, goals, and time horizons. By prioritizing education, trust, and strategic planning, he ensures that those he works with can enjoy a secure and fulfilling retirement.
What I Do
A Full Range of Financial Advisory Services
I offer a comprehensive suite of services tailored to each client's unique situation.
Retirement Planning
Whether retirement is a few years away or already here, I help you build a clear, realistic plan for the income and security you need — looking at your full picture to map a confident path forward.
Annuities & Guaranteed Income
For clients who want income they cannot outlive, annuities can be a powerful tool. I help you understand your options clearly, without pressure or jargon.
Wealth Protection
Protecting what you have worked hard to build is just as important as growing it. I help identify risks to your financial security and put strategies in place to guard against them.
Estate & Legacy Planning
Leaving something meaningful for the people and causes you care about takes thoughtful planning. I work alongside your other advisors to help ensure your wishes are carried out with minimal burden on your family.
Client Testimonials
Mark, you are spectacular, both as an expert and as a passionate speaker in the areas of personal finance and retirement success. Thank you so much for this exceptional opportunity to rethink my financial future. You should seriously consider putting your valuable knowledge into a book!
— Professor Jerzy Sarosiek, MD, PhD, AGAF, FACG
Retirement Planning
Wow! What an amazingly helpful article! You are a pure genius in your field, my brother! Pam and I read EVERY ONE of your newsletters. They teach us and encourage us beyond words! Plus, we just LOVE you and Maria so much, as very, very dear friends.
— Pastor Carl Gallups
Financial Education
Thank you so very much for educating us and treating us so respectfully. I am eternally grateful for having had the pleasure to meet you! You are an awesome individual and you possess knowledge and wisdom our world needs!
— Coach Kevin Hood
Financial Education
I can see why you are so successful, Mark. When I talk with you it's authentic. I can tell. You're a good listener. I could go on and on but what says it best is… I'm a BIG FAN of yours. I took your lead, I trusted you, and was not disappointed. Again, I thank you for everything and greatly appreciate your financial expertise.
— Arthur Wittert
Financial Advisory
Hi, Mark. Just wanted to let you know how awesome you are! Thank you for taking such good care of me! I'm so grateful to my cousin for introducing us to you!
— Cira Giovenco
Financial Advisory
I just wanted to say THANK YOU, Mark, for the late hours that some of us clients create for you. THANKS for doing that for me. It speaks to your character as a businessman. May it be returned to you many-fold! I appreciate working with you and being able to have such confidence in your expertise!
— Delores Garcia
Financial Advisory
As always, you have brightened up our lives in so many ways. We love and appreciate you with all our hearts!
— Fred and Linda Epstein
Financial Advisory
Mark, we want to say how very thankful we are that you have been placed in our lives. Not only do we so appreciate your expertise and guidance, but we also are grateful for your transparency and generosity. You have blessed us BIG time in the area of finance. We can see also, in your wisdom, that our children and grandchildren will be blessed in their future by your expertise now, in the present. With great thanks for the blessing you and Maria are.
— Bruce and Nancy Carlson
Wealth Planning
Mark, you really care about the people you do business with and I consider myself very blessed to have met you and to have listened to your financial recommendations. Thank you for caring so much.
— Felix McNair, Jr.
Financial Advisory
It is reassuring to know that I'm always being advised with my best interest in mind. I've got Mark!!!
— Rosario Pecoraro
Financial Advisory
Thank you, Mark! You spent the time that was necessary to educate, inspire and motivate me at a time I needed it the most! May God bless you as much as you have blessed others!
— Mary Moe
Financial Education
Thank you so much for the wonderful results we've received! We are truly blessed to have you taking care of our money.
— Ramon and Marisela Juarez
Wealth Management
Thank you, Mark, for all the ways you make me think and for always having our best interests at heart. I always pass on your newsletters to my friends.
— Keli Adams
Financial Advisory
Caryl and I are able to sleep well at night since our paths crossed several years ago. Thank you, Mark, once again, for your guidance.
— Jesus Trejo
Financial Advisory
Thank you, Mark, for coming into my life with all your financial knowledge. God bless you.
— Bonnie Gonzalez
Financial Advisory
Contact Mark Today
Contact Mark today to discuss your retirement planning needs. No obligation, no pressure — just an honest conversation about where you are and where you want to be.