Meredith Goldstein

Meredith GoldsteinBusiness Operations Manager
Meredith Goldstein is responsible for the development, implementation, and evaluation of new and existing office processes. She ensures that the firm is running productively and efficiently. She also assists with special projects and supports the firm’s principal through research and business development.

Prior to joining JLFranklin Wealth Planning, Meredith spent 12 years as the business operations manager for a small sports ticketing company in Pennsylvania. She holds a Bachelor of Business Administration degree from George Washington University. In her free time, Meredith enjoys taking long walks, playing board games and reading with her son, attending live theater, and spending time with family and friends.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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