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
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