Staff

Geoffrey is the President of Special Needs Financial and the Chief Operating Officer of Goldstein Financial  He has been a financial advisor since 2005. Along with Sonny and Michelle he services over 800 mutual fund clients. In addition, Sonny and he consult on the Group H&W and Retirement plans for several Unions with over 5000 Union Members. Prior to joining the firm, Geoffrey ran his own company exporting automobiles around the world.

Michelle is CEO of Special Needs Financial and the Executive Vice-President and partner of Goldstein Financial Consultants, Goldstein Financial Investments Inc. and Sonny Goldstein Annuity and Insurance Agencies Inc.. She has been a financial advisor since 1991. Currently her main focus is on creating the portfolios by meeting with the portfolio managers and handling the relationships with the Fund Companies.

Cathy is the Executive Assistant and office manager for Goldstein Financial Consultants, Goldstein Financial Investments and Special Needs Financial.

Giulia takes care of the operational data and provides assistance with preparing for client meetings.  She also assists in servicing our clientele.

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Patricia is our main Processor and does the majority of our Trading through our proprietary trading system.