Role listed
Goshen Wealth Management Of Bridgepoint Wealth Advisors
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Robert A. Goshen, Cfp®, Cima®, Mba Email & Phone Number
Managing Director at Goshen Wealth Management of BridgePoint Wealth Advisors
at
Goshen Wealth Management of BridgePoint Wealth Advisors
1 work email found
@ampf.com
4 phones found area 847, 888, and 312
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Goshen Wealth Management of BridgePoint Wealth Advisors
Role
Managing Director at Goshen Wealth Management of BridgePoint Wealth Advisors
Location
Greater Chicago Area, United States, United States
Who is Robert A. Goshen, Cfp®, Cima®, Mba? Overview
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Quick answer
Robert A. Goshen, Cfp®, Cima®, Mba is listed as Managing Director at Goshen Wealth Management of BridgePoint Wealth Advisors at Goshen Wealth Management of BridgePoint Wealth Advisors, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 847, 888, 312, and a matched LinkedIn profile for Robert A. Goshen, Cfp®, Cima®, Mba.
Robert A. Goshen, Cfp®, Cima®, Mba previously worked as Managing Director at Goshen Wealth Management Of Bridgepoint Wealth Advisors and Financial Advisor, Managing Director at Ameriprise Financial Services, Llc. Robert A. Goshen, Cfp®, Cima®, Mba holds Cima®, Investment Management from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at Goshen Wealth Management of BridgePoint Wealth Advisors
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*@ampf.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert A. Goshen, Cfp®, Cima®, Mba. Compare company email patterns before reaching out.
Profile bio
About Robert A. Goshen, Cfp®, Cima®, Mba
This information is intended for use by residents of CA, FL, IL, MO, MT, NJ, OK, and WI only.CA Insurance License #0180734. Resident State: IL./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Current workplace
Robert A. Goshen, Cfp®, Cima®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Goshen Wealth Management Of Bridgepoint Wealth Advisors
8 roles · 26 years
Robert A. Goshen, Cfp®, Cima®, Mba work experience
A career timeline built from the work history available for this profile.
Managing Director
Current
Goshen Wealth Management Of Bridgepoint Wealth Advisors
Apr 2024 - Present
Financial Advisor, Managing Director
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Sep 2018 - Apr 2024
Senior Vice President, Senior Portfolio Manager, Financial Advisor
Jan 2011 - Sep 2018
Board Member ( Volunteer )
The New Foundation Center serves more than 250 men and women with serious mental illness who live in north and northwest metropolitan Chicago. We believe in the potential of our members ― a potential to chart a direction to recovery, to develop new skills and achieve goals, to solve problems in a real-world environment, and to contribute to their communities
Jan 2001 - Jan 2012
Senior Vice President
I joined Mesirow Financial in 2002 and spent 8 years assisting Individuals, Familes and Foundations manage their Investment Portfolio's. I used my Investment expertise to create a Plan of action pertaining to growing and maintaning an appropriate customized investment strategy.
Dec 2002 - Dec 2010
Market Maker
Jan 1988 - Jun 2002
Trader
Cornerstone Trading Llc
2000 - 2002
~2 yrs
5 education records
Robert A. Goshen, Cfp®, Cima®, Mba education
Cima®, Investment Management
University Of California, Berkeley, Haas School Of Business
Mba, Finance
Quinlan School Of Business, Loyola University Chicago
Bs, Finance
Indiana University - Kelley School Of Business
Bs, Finance
Indiana University Bloomington
High School
Latin School Of Chicago
FAQ
Frequently asked questions about Robert A. Goshen, Cfp®, Cima®, Mba
Quick answers generated from the profile data available on this page.
What company does Robert A. Goshen, Cfp®, Cima®, Mba work for?
Robert A. Goshen, Cfp®, Cima®, Mba works for Goshen Wealth Management of BridgePoint Wealth Advisors.
What is Robert A. Goshen, Cfp®, Cima®, Mba's role at Goshen Wealth Management of BridgePoint Wealth Advisors?
Robert A. Goshen, Cfp®, Cima®, Mba is listed as Managing Director at Goshen Wealth Management of BridgePoint Wealth Advisors at Goshen Wealth Management of BridgePoint Wealth Advisors.
What is Robert A. Goshen, Cfp®, Cima®, Mba's email address?
AeroLeads has found 1 work email signal at @ampf.com for Robert A. Goshen, Cfp®, Cima®, Mba at Goshen Wealth Management of BridgePoint Wealth Advisors.
What is Robert A. Goshen, Cfp®, Cima®, Mba's phone number?
AeroLeads has found 4 phone signal(s) with area code 847, 888, 312 for Robert A. Goshen, Cfp®, Cima®, Mba at Goshen Wealth Management of BridgePoint Wealth Advisors.
Where is Robert A. Goshen, Cfp®, Cima®, Mba based?
Robert A. Goshen, Cfp®, Cima®, Mba is based in Greater Chicago Area, United States, United States while working with Goshen Wealth Management of BridgePoint Wealth Advisors.
What companies has Robert A. Goshen, Cfp®, Cima®, Mba worked for?
Robert A. Goshen, Cfp®, Cima®, Mba has worked for Goshen Wealth Management Of Bridgepoint Wealth Advisors, Ameriprise Financial Services, Llc, Morgan Stanley, New Foundation Center, Inc., and Mesirow Financial.
How can I contact Robert A. Goshen, Cfp®, Cima®, Mba?
You can use AeroLeads to view verified contact signals for Robert A. Goshen, Cfp®, Cima®, Mba at Goshen Wealth Management of BridgePoint Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Robert A. Goshen, Cfp®, Cima®, Mba attend?
Robert A. Goshen, Cfp®, Cima®, Mba holds Cima®, Investment Management from University Of California, Berkeley, Haas School Of Business.
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