Deborah Goodman, Cfp, Cpa Email & Phone Number

In her capacity as a CERTIFIED FINANCIAL PLANNER, Deborah Goodman, CPA, CFP® provides total wealth management strategies for individuals including investment advisory services and risk management assessment as well as tax planning, retirement needs analysis, college funding, elder care issues and estate planning insight. Working with access to premier money management firms, Deborah has an expanded level of quantitative and qualitative research available as well as portfolio management resources. This provides the ability to create highly customized portfolios tailored to the client’s specific investment objectives and risk tolerance.Deborah obtained a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and a Master of Business Administration from Babson College. She is licensed as a CERTIFIED FINANCIAL PLANNER (CFP®), Certified Public Accountant and a registered LPL Investment Advisor Representative in the state of Massachusetts.Specialties: Comprehensive Financial Planning, Risk Management, Tax Planning, Investment Management, Education Funding, Retirement Planning, Estate PlanningSecurities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment advice offered through Goodman Advisory Group, LLC, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit: https://www.goodmanadvisorygroup.com