Professional

Richard A. Goldman was with Northwestern Mutual for 23 years before he was recruited away to become President of Home Life Insurance Company of New York, managing it through a financial crisis in the early 1990's up to its merger with Phoenix Mutual.  Dick's experience with Northwestern Mutual included very successful personal client work, General Agency (Managing Partner) for the Philadelphia region and the Delaware Valley, and a company officer in Milwaukee working on key product pricing projects.

Dick subsequently accepted a role as a senior consultant at Tillinghast - Towers Perrin, the largest insurance actuarial and consulting firm in the world.  Dick had as clients some of the largest life insurance companies in the world including Prudential, Met Life, The New England, Northwestern Mutual, Mass Mutual and Sun Life of Canada.

Dick subsequently worked at Deutsche Bank heading the Financial Institutions Group for Deutsche Asset Management leading relationships with many investment firms and insurance companies including Fidelity, Federated Funds, ManuLife (now John Hancock), American Skandia, Prudential, Mass Mutual, Sun America and Merrill Lynch.  Later he became the Chief Operating Officer of ProFunds Advisors LLC, a mid-sized mutual fund company.

This experience makes Dick unique in this industry with  both deep product knowledge and experience and a perspective that comes with working through multiple economic cycles.  Dick has worked with many wealthy families as well as their privately owned businesses on wealth transfer, executive compensation in public and private companies, banks, and hundreds of individuals.

Dick is a graduate of the University of North Carolina, Chapel Hill, with a Bachelor of Arts in History and received his Masters of Science in Financial Services from The American College.  Dick  also earned his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and CLTC (Certified in Long Term Care) designations.

Richard A Goldman, CFP®, CLU®, ChFC®, MSFS, CLTC

Wealth Management Advisor

 

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