x
Check the background of Investment professionals associated with this site on FINRA's BrokerCheck 
Bay Financial Associates Home Page
Contact Bay Financial Associates

Our Team at Bay Financial Associates LLC

Richard B. Goldman

Richard B. Goldman

Dick Goldman is an accomplished leader who has held important roles in the growth, expansion, and transformation of global and emerging enterprises. He has deep skill in executive management of finance and operations, and has focused his career in assessing challenges and sizing risks, solving difficult problems, and working closely with his clients - the Chief Executives and Boards of Directors of these organizations

"I strive to anticipate issues, risks, and their potential impacts before they are often visible and I'm willing to take an alternate path from the conventional wisdom when that path is appropriate to best serving my client. I place personal integrity and commitment to excellence, including avoiding conflicts of interest, as uncompromising values in determining courses of action for my clients. It is their satisfaction with my performance and responsiveness that is paramount. I seek to deliver this and provide greater value to my clients through my strong relationships with advisors from other disciplines."

Dick has held numerous executive positions including Chief Operating Officer, Executive Vice President Operations, Chief Financial Officer, and Treasurer over a 35 year corporate career. These organizations ranged from Fortune 500 companies to pure startups and emerging growth companies. His career is marked with increasing shareholder values through improvements in profitability and cash flow as well as transforming underperforming enterprises.

Dick is now applying this seasoned expertise toward assisting families, individuals and other organizations to pursue their objectives, and to transform under-performing assets in the areas of risk management, investment management, Investment tax planning and reduction, employee benefits, retirement planning, and estate planning. Dick holds both an MBA and a Certificate in Financial Planning from Boston University, and is Series 7, Series 63 and Series 65 registrations with LPL Financial. He serves as an Advisory Board member for Art in Giving, an organization that raises funds to support pediatric cancer research.

Dick lives in Weston with his wife Donna. He has four children and three grandchildren.

Securities offered through LPL Financial, Member FINRA/SIPC

Contact:

Email: rgoldman@bfa-online.com
Phone: 781-893-0909 x286
Richard B Goldman LinkedIn Profile

Return to Advisor Directory

BrokerCheck

HOME - ABOUT US - OUR SERVICES - CLIENT ACCOUNTS - RESOURCES - CONTACT US
x