Richard Goldstein

Richard Goldstein is Vice President-Investments at B. Riley Wealth Management in Livermore, CA, where he advises high net worth individuals, family offices, endowments, and institutional clients on portfolio growth and asset protection strategies. Leveraging more than 40 years of financial industry experience, he specializes in offering customized investment solutions across traditional equities, fixed income, and sophisticated alternative investments, with particular expertise in navigating complex capital markets environments.

Prior to joining B. Riley Wealth Management in 2022, Richard served as Senior Investment Advisor at National Securities Corp. for over a decade, and holds an advisory board role at Ambassadors of Compassion. His advisory practice is known for addressing a broad spectrum of wealth management needs, including portfolio management, pension consulting, and manager selection, with a strong focus on delivering tailored strategies for clients with substantial and varied asset bases.

Richard holds a BS in Finance from the University of Vermont and is registered across numerous states as an investment adviser. His contributions to the field include educational workshops and leadership in financial planning, and he is recognized for his integrity, hands-on client service, and comprehensive knowledge of equity, fixed income, and alternative asset classes.