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Financial Life Planners
Financial Life Planners LLC is an independent Registered Investment Adviser headquartered in Tempe, Arizona. Founded by Edward Craig Goldstein, CFP, MBA—who owns 100% of the firm—the company offers comprehensive financial planning, investment management, and consulting services. Serving individuals (including high net worth), families, small businesses, trusts, and retirement plan participants, Financial Life Planners manages over $174 million in assets (as of July 2025) with a team of 6 employees. The firm is privately owned and not publicly traded, focusing on tailored financial advice for its client base.
Investment Strategy
Financial Life Planners LLC provides personalized, discretionary and non-discretionary portfolio management tailored to each client’s objectives and restrictions—including considerations like aversion to specific industries. The firm constructs diversified portfolios using equities, ETFs, mutual funds, and when appropriate, annuities and stock options for hedging and conservative strategies. Their methodology emphasizes broad asset-class diversification and risk mitigation, holistically optimizing investments around individual financial goals. Strategies are periodically rebalanced according to market movements and changes in client circumstances. Tax implications and customized restrictions (such as excluding tobacco or casino holdings) are incorporated as needed, and the firm does not employ private fund strategies.
Latest 13F Filing Activity
Financial Life Planners filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $123M. The fund increased holdings in Invesco QQQ TR, Ishares TR, Nvidia Corporation among other positions. Financial Life Planners reduced exposure to Ishares TR, Ishares Msci Eafe Etf, Apple Inc. among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 22.12% | $27.2M | 49,287 | $514.19 | $551.64 | +$5.8M |
I IVV | ISHARES TR | 19.92% | $24.5M | 39,440 | $591.10 | $620.90 | +$4.0M |
N NVDA | NVIDIA CORPORATION | 10.11% | $12.4M | 78,622 | $134.33 | $157.99 | +$3.9M |
A AAPL | APPLE INC | 4.35% | $5.3M | 26,071 | $249.30 | $205.17 | -$1.3M |
M MSFT | MICROSOFT CORP | 3.67% | $4.5M | 9,060 | $421.50 | $497.41 | -$528.4K |
Industry Allocation
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