Founder And President
Current
Sep 2018 - Present
AeroLeads people directory · profile
Amy Goldman, Crpc Email & Phone Number
Founder and President of AFG Wealth Management
at
AFG Wealth Management
3 work emails found
@afgwealthmanagement.com
4 phones found area 212 and 201
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and President of AFG Wealth Management
Location
New York, New York, United States
Who is Amy Goldman, Crpc? Overview
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Quick answer
Amy Goldman, Crpc is listed as Founder and President of AFG Wealth Management at AFG Wealth Management, based in New York, New York, United States. AeroLeads shows a work email signal at afgwealthmanagement.com, phone signal with area code 212, 201, and a matched LinkedIn profile for Amy Goldman, Crpc.
Amy Goldman, Crpc previously worked as Founder and President at Afg Wealth Management and Independent Financial Advisor at Caliber Financial Partners. Amy Goldman, Crpc holds Crpc, Chartered Retirement Plan Counselor from College For Financial Planning.
Company email context
Email format at AFG Wealth Management
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{first}@afgwealthmanagement.com
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AeroLeads found 3 current-domain work email signals for Amy Goldman, Crpc. Compare company email patterns before reaching out.
Profile bio
About Amy Goldman, Crpc
Amy Goldman returned to retail financial planning in 2017 with a very diverse 24 years investment industry experience. She founded and oversees AFG Wealth Management bringing extensive experience working risk management, estate planning, education planning, and retirement planning. Prior to returning to Caliber Financial Partners, Amy held titled specialist and leadership roles at OppenheimerFunds, Allianz Global and Transamerica to name a few.Licensed to sell securities in the following state: NJ, NY, FL and MA.Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. AFG Wealth Management and IFG are unaffiliated entities. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Listed skills include Mutual Funds, Retirement Planning, Fixed Annuities, Investments, and 46 others.
Current workplace
Amy Goldman, Crpc's current company
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11 roles
Amy Goldman, Crpc work experience
A career timeline built from the work history available for this profile.
Independent Financial Advisor
- Whether small businesses, endowments or individual clients we strive to provide a client experience that focuses on integrity, the utmost suitability and one that involves a dimension of personal communication that.
- Tax Strategies, Investment Management and Growth Strategies
- Risk Assessment and Management
- Alternative Investments
- Retirement Income Planning
- Education Planning
Sep 2017 - Aug 2018
Regional Advisor Consultant
- Represented Oppenheimer Funds marketing mutual funds to all channels in the eastern North Carolina region. Business Development and Territory Management:
- Conducted consultative, relationship-building sales calls via the telephone and in person with financial advisors and other licensed professionals.
- Developed and execute sales strategies with the primary focus of prospecting new business, expanding current relationships and maintaining existing relationships that are at capacity.
- Articulated fund objectives; discuss capital markets (domestic and international) and portfolio strategies.
- Identified sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.
- Developed asset allocation strategies based on client objectives and risk tolerances.
Feb 2015 - Apr 2017
Vice President
Retirement Consultant for the West Texas region, marketing variable annuities to all channels.Trained, recruited and developed new annuity (variable and fixed) producers through one on one meetings, cluster presentations and webinars. Managed company wide resources including budgets; internal partners, national speakers and value add programs. Coordinated.
Jun 2011 - Jul 2013
National Sales Director
Charged with developing a national sales team to market financial e-newsletter services to medium and small broker dealers.Development and Branding: Recruited, trained and developed a sales team. Created scripts for call campaigns, formatted emails for prospect blast campaigns, event design, contributed to the company blog, and created a best practice.
Sep 2010 - Mar 2011
Regional Vice President
Prospect for potential VA cases from financial advisors within my territory through branch meetings and one and one meetings.Act as a resource for branch managers to conduct training on estate planning for established and new advisors.Promote and organize road shows for CE and Retirement Risk Management SummitsTrain and entertain advisors and clients on.
Aug 2007 - Jun 2009
Regional Marketing Director
Choice Plus Variable AnnuityDevelop and maintain relationships with advisors in the Wire house Channel Educated and trained financial advisors on annuity strategies and sales ideasDrive campaign results and referrals to internal team partnersBuild relationships with Centers of Influence and regional managementConduct client seminars, meetings and.
Jul 2005 - Aug 2007
E Wholesaler
Wholesaler New England RegionTravel within the territory to expand current investment knowledge and increase lines of product use through individual meetings and group lunches/dinnersRecognized as a resource for the annuity division for leads created and sales completedPrepared hypotheticals, proposals and client presentations for FA's within my region.
Jun 2004 - Jul 2005
External Wholesaler
Built relationships with producing brokers via email, by appointment, at company sponsored outings and through support staff.Developed territory through cold calling and referrals in the agency systemAssisted with continuing education events, end client appointments, conduct enrollment meetings. RECOGNITION: Rookie Sales Rep of the Year, raised sales.
Mar 2003 - Mar 2004
Financial Representative
Provided comprehensive portfolio analyses for a large range of clientsServed as a resource for new hires via lecture and conference callsDeveloped prospective clients focused in the million+ net worth marketConducted seminars on estate, income, college and retirement planningRecognition: Rookie of the year 2001, Top Annuity Sales Leader 2001, ranked number.
Jan 2001 - Mar 2003
Investment Associate
As a financial advisor I managed the teams assets by conducting portfolio reviews, applied retirement planning, estate planning, asset allocation, portfolio construction and asset gathering.
Apr 1998 - May 1999
8 education records
Amy Goldman, Crpc education
Crpc, Chartered Retirement Plan Counselor
College For Financial Planning
Certificate, Rapport Building And Profiling Techniques, A
Richardson Sales Training And Effectiveness
Education record
Fairleigh Dickinson University
Education record
Union High School
Education record
Alliancebernstein Advisor University
Advisor University And Changing The Conversation
Alliancebernstein Changing The Coversation
Education record
Fusion Sales Training
Sales Training
Sequoia Sales Training
FAQ
Frequently asked questions about Amy Goldman, Crpc
Quick answers generated from the profile data available on this page.
What company does Amy Goldman, Crpc work for?
Amy Goldman, Crpc works for AFG Wealth Management.
What is Amy Goldman, Crpc's role at AFG Wealth Management?
Amy Goldman, Crpc is listed as Founder and President of AFG Wealth Management at AFG Wealth Management.
What is Amy Goldman, Crpc's email address?
AeroLeads has found 3 work email signals at @afgwealthmanagement.com for Amy Goldman, Crpc at AFG Wealth Management.
What is Amy Goldman, Crpc's phone number?
AeroLeads has found 4 phone signal(s) with area code 212, 201 for Amy Goldman, Crpc at AFG Wealth Management.
Where is Amy Goldman, Crpc based?
Amy Goldman, Crpc is based in New York, New York, United States while working with AFG Wealth Management.
What companies has Amy Goldman, Crpc worked for?
Amy Goldman, Crpc has worked for Afg Wealth Management, Caliber Financial Partners, Oppenheimerfunds, Allianz Life, and Hnw.
How can I contact Amy Goldman, Crpc?
You can use AeroLeads to view verified contact signals for Amy Goldman, Crpc at AFG Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Amy Goldman, Crpc attend?
Amy Goldman, Crpc holds Crpc, Chartered Retirement Plan Counselor from College For Financial Planning.
What skills is Amy Goldman, Crpc known for?
Amy Goldman, Crpc is listed with skills including Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Insurance, Retirement, Asset Allocation, and Strategic Financial Planning.
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