Richard Goldstein
Sr. Wealth Advisor, Director
CPA, CIMA®, MS
rgoldstein@merceradvisors.com
For the past four decades, Rich has been helping his clients achieve their intergenerational wealth transfer goals. In 1979, Rich co-founded and was President of R.M. Goldstein Accountancy Corporation which provided tax services to wealthy families. The firm grew and expanded to offer comprehensive wealth management services and became Goldstein Munger + Associates. Rich enjoys working with families across generations; many of his clients’ children have become clients themselves. Rich has served on the board for various non-profit organizations that concentrate on children’s education and elderly care. Rich has a Bachelor of Arts in Accounting from San Francisco State University. He also graduated from Golden Gate University with master’s degrees in taxation and Personal Financial Planning. During his leisure hours, Rich enjoys hiking, cycling, sightseeing, and hitting the links with family and friends.
