Scott A Goldstein

Scott Goldstein resides in Deerfield and has three children: Dani, Hannah and Levi. His oldest daughter Dani works professionally in Chicago. Hannah holds a fellowship with a Washington D.C.-based organization, and Levi is a freshman at Cornell University in New York. Family is very important to Scott and he is passionate about staying involved in their lives as they grow up.

Scott also is a firm believer in self growth. He has fostered a passion for mindfulness, and recently graduated from UCLA's Mindful Awareness Research Center (MARC) as a Trained Mindfulness Facilitator (TMF). Mindful awareness can be defined as paying attention to present moment experiences with openness, curiosity and a willingness to be with what is. Scott infuses mindfulness into both his and his clients' lives.

When not spending time with his kids and meeting with clients, Scott also enjoys reading, watching movies, writing limericks and public speaking. He stays active by biking, swimming and hiking. He loves to travel, especially to national parks - Glacier, Crater Lake and Grand Teton are his favorites. In the past year, he’s visited Zion National Park in Utah and attended a silent meditation retreat at Spirit Rock north of San Francisco.

Scott adheres to Northwestern Mutual Wealth Management Company's Private Client Services' investment approach which states:

We believe that disciplined active management, through asset class and/or security selection, provides value to our clients as they invest to meet long-term goals and objectives. Our guiding principles:

• Implementation driven by client objectives
• Strategic, long-term diversified approach
• Diversification through disciplined asset allocation
• Add value through dynamic asset allocation and security selection
• Risk management
• Manage tax impact
• Disciplined rebalancing

Professional Designations/Certifications

• Certified Financial Plannertm (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)

Professional Involvement

Northwestern FRA Board
Scott was a member of the Northwestern FRA Board from 2007 to 2009. The Financial Representatives Association, organized in 1908, provides the organized, corporate structure through which Financial Representatives can help improve the system. FRA provides a consistent, unified voice in representing the issues for the benefit of all concerned. FRA Field Delegates, Committee Members and Board Members are NMFN Financial Representatives who volunteer their time and talent. FRA has sixteen field committees which match up with identical Home Office committees. These Committees meet two times per year, with the Home Office, to discuss field issues, suggestions and priorities.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.